Security Financial Services’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 | $467K | Buy |
6,599
+475
| +8% | +$33.6K | 0.08% | 116 |
|
|
2025
Q1 | $439K | Buy |
6,124
+344
| +6% | +$24.6K | 0.09% | 113 |
|
|
2024
Q4 | $360K | Buy |
5,780
+248
| +4% | +$15.4K | 0.07% | 122 |
|
|
2024
Q3 | $398K | Sell |
5,532
-137
| -2% | -$9.85K | 0.08% | 108 |
|
|
2024
Q2 | $361K | Buy |
5,669
+9
| +0.2% | +$573 | 0.08% | 115 |
|
|
2024
Q1 | $346K | Buy |
5,660
+104
| +2% | +$6.36K | 0.08% | 128 |
|
|
2023
Q4 | $327K | Buy |
5,556
+771
| +16% | +$45.4K | 0.08% | 122 |
|
|
2023
Q3 | $268K | Sell |
4,785
-451
| -9% | -$25.2K | 0.08% | 135 |
|
|
2023
Q2 | $315K | Buy |
5,236
+521
| +11% | +$31.4K | 0.09% | 116 |
|
|
2023
Q1 | $292K | Hold |
4,715
| – | – | 0.09% | 119 |
|
|
2022
Q4 | $300K | Buy |
4,715
+2
| +0% | +$127 | 0.09% | 117 |
|
|
2022
Q3 | $264K | Buy |
4,713
+2
| +0% | +$112 | 0.09% | 118 |
|
|
2022
Q2 | $296K | Buy |
4,711
+1
| +0% | +$63 | 0.09% | 111 |
|
|
2022
Q1 | $292K | Buy |
4,710
+160
| +4% | +$9.92K | 0.09% | 117 |
|
|
2021
Q4 | $269K | Buy |
+4,550
| New | +$269K | 0.09% | 118 |
|