Sara-Bay Financial’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 | $287K | Hold |
4,059
| – | – | 0.1% | 65 |
|
|
2025
Q1 | $286K | Hold |
4,059
| – | – | 0.13% | 67 |
|
|
2024
Q4 | $252K | Hold |
4,059
| – | – | 0.09% | 79 |
|
|
2024
Q3 | $292K | Buy |
4,059
+220
| +6% | +$15.8K | 0.11% | 74 |
|
|
2024
Q2 | $244K | Hold |
3,839
| – | – | 0.1% | 78 |
|
|
2024
Q1 | $233K | Hold |
3,839
| – | – | 0.1% | 77 |
|
|
2023
Q4 | $226K | Hold |
3,839
| – | – | 0.11% | 77 |
|
|
2023
Q3 | $215K | Hold |
3,839
| – | – | 0.11% | 72 |
|
|
2023
Q2 | $231K | Hold |
3,839
| – | – | 0.11% | 71 |
|
|
2023
Q1 | $238K | Hold |
3,839
| – | – | 0.12% | 70 |
|
|
2022
Q4 | $244K | Buy |
+3,839
| New | +$244K | 0.14% | 70 |
|
|
2022
Q3 | – | Sell |
-3,839
| Closed | -$242K | – | 83 |
|
|
2022
Q2 | $242K | Hold |
3,839
| – | – | 0.12% | 73 |
|
|
2022
Q1 | $238K | Hold |
3,839
| – | – | 0.09% | 74 |
|
|
2021
Q4 | $227K | Sell |
3,839
-450
| -10% | -$26.6K | 0.07% | 75 |
|
|
2021
Q3 | $225K | Sell |
4,289
-189
| -4% | -$9.92K | 0.09% | 69 |
|
|
2021
Q2 | $242K | Hold |
4,478
| – | – | 0.09% | 72 |
|
|
2021
Q1 | $236K | Sell |
4,478
-176
| -4% | -$9.28K | 0.1% | 73 |
|
|
2020
Q4 | $255K | Hold |
4,654
| – | – | 0.12% | 67 |
|
|
2020
Q3 | $230K | Sell |
4,654
-100
| -2% | -$4.94K | 0.13% | 66 |
|
|
2020
Q2 | $215K | Buy |
+4,754
| New | +$215K | 0.12% | 73 |
|