Rise Advisors’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7K | Buy |
131
+1
| +0.8% | +$112 | 0.01% | 742 |
|
|
2025
Q1 | $17.7K | Sell |
130
-100
| -43% | -$13.6K | 0.01% | 574 |
|
|
2024
Q4 | $29.1K | Hold |
230
| – | – | 0.01% | 405 |
|
|
2024
Q3 | $30.3K | Hold |
230
| – | – | 0.01% | 408 |
|
|
2024
Q2 | $25K | Hold |
230
| – | – | 0.01% | 475 |
|
|
2024
Q1 | $19.5K | Buy |
+230
| New | +$19.5K | 0.01% | 667 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$5.19K | – | 814 |
|
|
2022
Q4 | $5.19K | Hold |
100
| – | – | ﹤0.01% | 438 |
|
|
2022
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | 0.01% | 414 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 414 |
|
|
2021
Q4 | $6.27K | Buy |
+100
| New | +$6.27K | 0.01% | 380 |
|