Roble Belko & Company’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 | $105K | Buy |
1,478
+4
| +0.3% | +$284 | 0.02% | 137 |
|
|
2025
Q1 | $106K | Buy |
1,474
+464
| +46% | +$33.4K | 0.02% | 132 |
|
|
2024
Q4 | $63K | Buy |
1,010
+1,000
| +10,000% | +$62.4K | 0.01% | 158 |
|
|
2024
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 315 |
|
|
2024
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 307 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 337 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 334 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 308 |
|
|
2022
Q1 | – | Sell |
-128
| Closed | -$8K | – | 379 |
|
|
2021
Q4 | $8K | Buy |
128
+49
| +62% | +$3.06K | ﹤0.01% | 266 |
|
|
2021
Q3 | $4K | Hold |
79
| – | – | ﹤0.01% | 271 |
|
|
2021
Q2 | $4K | Hold |
79
| – | – | ﹤0.01% | 288 |
|
|
2021
Q1 | $4K | Hold |
79
| – | – | ﹤0.01% | 277 |
|
|
2020
Q4 | $4K | Hold |
79
| – | – | ﹤0.01% | 266 |
|
|
2020
Q3 | $4K | Sell |
79
-2,322
| -97% | -$118K | ﹤0.01% | 268 |
|
|
2020
Q2 | $107K | Hold |
2,401
| – | – | 0.03% | 110 |
|
|
2020
Q1 | $106K | Hold |
2,401
| – | – | 0.03% | 109 |
|
|
2019
Q4 | $133K | Hold |
2,401
| – | – | 0.04% | 117 |
|
|
2019
Q3 | $131K | Sell |
2,401
-2,415
| -50% | -$132K | 0.04% | 109 |
|
|
2019
Q2 | $245K | Sell |
4,816
-4,901
| -50% | -$249K | 0.08% | 77 |
|
|
2019
Q1 | $455K | Buy |
9,717
+201
| +2% | +$9.41K | 0.16% | 48 |
|
|
2018
Q4 | $451K | Buy |
9,516
+8,516
| +852% | +$404K | 0.17% | 48 |
|
|
2018
Q3 | $46K | Hold |
1,000
| – | – | 0.02% | 107 |
|
|
2018
Q2 | $44K | Hold |
1,000
| – | – | 0.02% | 115 |
|
|
2018
Q1 | $43K | Buy |
+1,000
| New | +$43K | 0.02% | 132 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$17K | – | 355 |
|
|
2016
Q4 | $17K | Hold |
400
| – | – | 0.01% | 163 |
|
|
2016
Q3 | $17K | Buy |
+400
| New | +$17K | 0.01% | 175 |
|
|
2016
Q2 | – | Sell |
-1,491
| Closed | -$69K | – | 287 |
|
|
2016
Q1 | $69K | Sell |
1,491
-200
| -12% | -$9.26K | 0.04% | 85 |
|
|
2015
Q4 | $73K | Buy |
1,691
+200
| +13% | +$8.63K | 0.04% | 72 |
|
|
2015
Q3 | $60K | Sell |
1,491
-213
| -13% | -$8.57K | 0.04% | 83 |
|
|
2015
Q2 | $67K | Buy |
1,704
+213
| +14% | +$8.38K | 0.04% | 87 |
|
|
2015
Q1 | $60K | Buy |
+1,491
| New | +$60K | 0.04% | 86 |
|