RFS
Retirement Financial Solutions’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
8,104
+8
| +0.1% | +$566 | 0.36% | 24 |
|
|
2025
Q1 | $580K | Buy |
8,096
+93
| +1% | +$6.66K | 0.35% | 25 |
|
|
2024
Q4 | $498K | Sell |
8,003
-43
| -0.5% | -$2.68K | 0.27% | 26 |
|
|
2024
Q3 | $578K | Buy |
8,046
+33
| +0.4% | +$2.37K | 0.25% | 31 |
|
|
2024
Q2 | $510K | Sell |
8,013
-38
| -0.5% | -$2.42K | 0.24% | 31 |
|
|
2024
Q1 | $493K | Sell |
8,051
-1,047
| -12% | -$64.1K | 0.25% | 31 |
|
|
2023
Q4 | $536K | Buy |
9,098
+1,569
| +21% | +$92.5K | 0.3% | 30 |
|
|
2023
Q3 | $421K | Sell |
7,529
-1,706
| -18% | -$95.5K | 0.28% | 30 |
|
|
2023
Q2 | $556K | Sell |
9,235
-95
| -1% | -$5.72K | 0.38% | 21 |
|
|
2023
Q1 | $579K | Buy |
9,330
+934
| +11% | +$57.9K | 0.46% | 22 |
|
|
2022
Q4 | $534K | Buy |
+8,396
| New | +$534K | 0.45% | 20 |
|