Safe Harbor Fiduciary’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	$517K	Buy	7,314 +19	+0.3%	+$1.34K	0.49%	44
2025 Q1	$522K	Sell	7,295 -36	-0.5%	-$2.58K	0.54%	38
2024 Q4	$456K	Buy	7,331 +172	+2%	+$10.7K	0.47%	45
2024 Q3	$514K	Buy	+7,159	New	+$514K	0.48%	39