SBL
Sargent Bickham Lagudis’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.76M | Buy |
59,092
+696
| +1% | +$44.3K | 0.31% | 71 |
|
|
2022
Q3 | $3.27M | Sell |
58,396
-445
| -0.8% | -$24.9K | 0.29% | 76 |
|
|
2022
Q2 | $3.7M | Buy |
58,841
+517
| +0.9% | +$32.5K | 0.32% | 68 |
|
|
2022
Q1 | $3.62M | Sell |
58,324
-582
| -1% | -$36.1K | 0.28% | 73 |
|
|
2021
Q4 | $3.49M | Sell |
58,906
-958
| -2% | -$56.7K | 0.26% | 83 |
|
|
2021
Q3 | $3.14M | Sell |
59,864
-303
| -0.5% | -$15.9K | 0.26% | 87 |
|
|
2021
Q2 | $3.26M | Sell |
60,167
-18
| -0% | -$974 | 0.27% | 78 |
|
|
2021
Q1 | $3.17M | Sell |
60,185
-1,414
| -2% | -$74.5K | 0.28% | 74 |
|
|
2020
Q4 | $3.38M | Buy |
61,599
+117
| +0.2% | +$6.42K | 0.31% | 69 |
|
|
2020
Q3 | $3.04M | Sell |
61,482
-993
| -2% | -$49K | 0.31% | 68 |
|
|
2020
Q2 | $2.79M | Sell |
62,475
-908
| -1% | -$40.6K | 0.3% | 71 |
|
|
2020
Q1 | $2.81M | Sell |
63,383
-644
| -1% | -$28.5K | 0.36% | 63 |
|
|
2019
Q4 | $3.54M | Buy |
64,027
+240
| +0.4% | +$13.3K | 0.39% | 58 |
|
|
2019
Q3 | $3.47M | Buy |
63,787
+63
| +0.1% | +$3.43K | 0.42% | 54 |
|
|
2019
Q2 | $3.25M | Buy |
63,724
+498
| +0.8% | +$25.4K | 0.39% | 58 |
|
|
2019
Q1 | $2.96M | Sell |
63,226
-3,202
| -5% | -$150K | 0.34% | 67 |
|
|
2018
Q4 | $3.15M | Buy |
66,428
+167
| +0.3% | +$7.91K | 0.41% | 61 |
|
|
2018
Q3 | $3.06M | Sell |
66,261
-41
| -0.1% | -$1.89K | 0.36% | 69 |
|
|
2018
Q2 | $2.91M | Sell |
66,302
-1,418
| -2% | -$62.2K | 0.36% | 67 |
|
|
2018
Q1 | $2.94M | Sell |
67,720
-482
| -0.7% | -$20.9K | 0.37% | 63 |
|
|
2017
Q4 | $3.13M | Sell |
68,202
-1,745
| -2% | -$80.1K | 0.37% | 66 |
|
|
2017
Q3 | $3.15M | Buy |
69,947
+5,034
| +8% | +$227K | 0.39% | 67 |
|
|
2017
Q2 | $2.91M | Sell |
64,913
-109
| -0.2% | -$4.89K | 0.37% | 67 |
|
|
2017
Q1 | $2.76M | Buy |
65,022
+840
| +1% | +$35.7K | 0.36% | 70 |
|
|
2016
Q4 | $2.66M | Sell |
64,182
-867
| -1% | -$35.9K | 0.41% | 66 |
|
|
2016
Q3 | $2.75K | Buy |
65,049
+879
| +1% | +$37 | 0.41% | 66 |
|
|
2016
Q2 | $2.91M | Buy |
64,170
+387
| +0.6% | +$17.5K | 0.45% | 66 |
|
|
2016
Q1 | $2.96M | Buy |
+63,783
| New | +$2.96M | 0.48% | 62 |
|