SFA
Semmax Financial Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
57,662
+778
| +1% | +$54.7K | 1.04% | 39 |
|
|
2025
Q1 | $4.01M | Buy |
56,884
+1,609
| +3% | +$113K | 1.09% | 35 |
|
|
2024
Q4 | $3.84M | Buy |
55,275
+2,179
| +4% | +$151K | 1.03% | 39 |
|
|
2024
Q3 | $3.36M | Buy |
53,096
+647
| +1% | +$40.9K | 0.92% | 45 |
|
|
2024
Q2 | $3.59M | Sell |
52,449
-1,462
| -3% | -$100K | 1.08% | 37 |
|
|
2024
Q1 | $3.43M | Sell |
53,911
-4,794
| -8% | -$305K | 1.13% | 38 |
|
|
2023
Q4 | $3.48M | Sell |
58,705
-6,031
| -9% | -$358K | 1.27% | 31 |
|
|
2023
Q3 | $3.69M | Buy |
+64,736
| New | +$3.69M | 1.48% | 23 |
|
|
2022
Q4 | $4.51M | Buy |
73,170
+215
| +0.3% | +$13.3K | 1.8% | 23 |
|
|
2022
Q3 | $4.34M | Buy |
72,955
+5,980
| +9% | +$356K | 1.84% | 24 |
|
|
2022
Q2 | $4.26M | Buy |
66,975
+7,154
| +12% | +$455K | 1.74% | 24 |
|
|
2022
Q1 | $3.71M | Buy |
59,821
+4,504
| +8% | +$279K | 1.46% | 22 |
|
|
2021
Q4 | $3.28M | Sell |
55,317
-4,068
| -7% | -$241K | 1.21% | 27 |
|
|
2021
Q3 | $3.12M | Sell |
59,385
-4,676
| -7% | -$245K | 1.08% | 38 |
|
|
2021
Q2 | $3.47M | Buy |
64,061
+4,220
| +7% | +$228K | 1.11% | 32 |
|
|
2021
Q1 | $3.15M | Buy |
59,841
+6,328
| +12% | +$334K | 1.12% | 31 |
|
|
2020
Q4 | $2.94M | Buy |
53,513
+1,406
| +3% | +$77.1K | 1.21% | 27 |
|
|
2020
Q3 | $2.57M | Sell |
52,107
-134
| -0.3% | -$6.61K | 1.22% | 26 |
|
|
2020
Q2 | $2.33M | Buy |
52,241
+5,048
| +11% | +$226K | 1.22% | 28 |
|
|
2020
Q1 | $2.09M | Buy |
47,193
+3,530
| +8% | +$156K | 1.32% | 25 |
|
|
2019
Q4 | $2.42M | Buy |
43,663
+4,710
| +12% | +$261K | 1.33% | 23 |
|
|
2019
Q3 | $2.12M | Buy |
38,953
+5,339
| +16% | +$291K | 1.27% | 27 |
|
|
2019
Q2 | $1.71M | Buy |
33,614
+13,235
| +65% | +$674K | 1.1% | 28 |
|
|
2019
Q1 | $955K | Buy |
20,379
+7,077
| +53% | +$332K | 0.66% | 38 |
|
|
2018
Q4 | $630K | Buy |
+13,302
| New | +$630K | 0.49% | 49 |
|