Retirement Financial Solutions’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $542K | Buy |
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|
2025
Q2 | $573K | Buy |
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|
2025
Q1 | $580K | Buy |
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|
2024
Q4 | $498K | Sell |
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|
2024
Q3 | $578K | Buy |
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|
2024
Q2 | $510K | Sell |
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|
2024
Q1 | $493K | Sell |
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|
2023
Q4 | $536K | Buy |
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|
2023
Q3 | $421K | Sell |
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|
2023
Q2 | $556K | Sell |
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|
2023
Q1 | $579K | Buy |
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|
2022
Q4 | $534K | Buy |
|