Richardson Financial Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
3,816
+130
| +4% | +$9.32K | 0.18% | 130 |
|
|
2025
Q1 | $264K | Buy |
3,686
+208
| +6% | +$14.9K | 0.2% | 124 |
|
|
2024
Q4 | $216K | Buy |
3,478
+74
| +2% | +$4.59K | 0.15% | 131 |
|
|
2024
Q3 | $217K | Hold |
3,404
| – | – | 0.14% | 143 |
|
|
2024
Q2 | $217K | Sell |
3,404
-293
| -8% | -$18.6K | 0.16% | 131 |
|
|
2024
Q1 | $226K | Buy |
3,697
+170
| +5% | +$10.4K | 0.16% | 136 |
|
|
2023
Q4 | $208K | Buy |
+3,527
| New | +$208K | 0.18% | 126 |
|