Rollins 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 | $357K | Sell |
5,040
-563
| -10% | -$39.8K | 0.06% | 97 |
|
|
2025
Q1 | $401K | Sell |
5,603
-108
| -2% | -$7.73K | 0.07% | 88 |
|
|
2024
Q4 | $356K | Sell |
5,711
-1,615
| -22% | -$101K | 0.06% | 96 |
|
|
2024
Q3 | $526K | Buy |
7,326
+23
| +0.3% | +$1.65K | 0.09% | 75 |
|
|
2024
Q2 | $465K | Buy |
7,303
+34
| +0.5% | +$2.16K | 0.08% | 76 |
|
|
2024
Q1 | $445K | Buy |
7,269
+3,108
| +75% | +$190K | 0.08% | 78 |
|
|
2023
Q4 | $245K | Buy |
+4,161
| New | +$245K | 0.05% | 92 |
|