Security Financial Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $453K | Buy |
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|
2025
Q2 | $467K | Buy |
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|
2025
Q1 | $439K | Buy |
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|
2024
Q4 | $360K | Buy |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $361K | Buy |
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|
2024
Q1 | $346K | Buy |
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|
2023
Q4 | $327K | Buy |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $315K | Buy |
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|
2023
Q1 | $292K | Hold |
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|
2022
Q4 | $300K | Buy |
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|
2022
Q3 | $264K | Buy |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $269K | Buy |
|