ROI Financial Advisors’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 | $1.42M | Sell |
20,073
-607
| -3% | -$42.9K | 0.9% | 27 |
|
|
2025
Q1 | $1.48M | Sell |
20,680
-1,279
| -6% | -$91.6K | 1.08% | 25 |
|
|
2024
Q4 | $1.37M | Sell |
21,959
-774
| -3% | -$48.2K | 0.93% | 28 |
|
|
2024
Q3 | $1.63M | Sell |
22,733
-634
| -3% | -$45.6K | 1.13% | 26 |
|
|
2024
Q2 | $1.49M | Sell |
23,367
-598
| -2% | -$38.1K | 1.08% | 24 |
|
|
2024
Q1 | $1.47M | Sell |
23,965
-4,225
| -15% | -$258K | 1.15% | 25 |
|
|
2023
Q4 | $1.66M | Buy |
+28,190
| New | +$1.66M | 1.37% | 23 |
|