Seven Springs Wealth Group’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 | $439K | Sell |
6,212
-30
| -0.5% | -$2.12K | 0.11% | 54 |
|
|
2025
Q1 | $447K | Buy |
6,242
+223
| +4% | +$16K | 0.16% | 50 |
|
|
2024
Q4 | $375K | Buy |
6,019
+72
| +1% | +$4.48K | 0.14% | 53 |
|
|
2024
Q3 | $427K | Sell |
5,947
-167
| -3% | -$12K | 0.16% | 50 |
|
|
2024
Q2 | $389K | Sell |
6,114
-500
| -8% | -$31.8K | 0.15% | 47 |
|
|
2024
Q1 | $405K | Hold |
6,614
| – | – | 0.16% | 47 |
|
|
2023
Q4 | $390K | Hold |
6,614
| – | – | 0.18% | 42 |
|
|
2023
Q3 | $370K | Hold |
6,614
| – | – | 0.18% | 42 |
|
|
2023
Q2 | $398K | Hold |
6,614
| – | – | 0.19% | 41 |
|
|
2023
Q1 | $410K | Buy |
6,614
+42
| +0.6% | +$2.61K | 0.2% | 42 |
|
|
2022
Q4 | $418K | Sell |
6,572
-1,068
| -14% | -$67.9K | 0.2% | 41 |
|
|
2022
Q3 | $428K | Buy |
7,640
+1,046
| +16% | +$58.6K | 0.23% | 39 |
|
|
2022
Q2 | $415K | Hold |
6,594
| – | – | 0.21% | 47 |
|
|
2022
Q1 | $409K | Hold |
6,594
| – | – | 0.19% | 48 |
|
|
2021
Q4 | $390K | Buy |
6,594
+22
| +0.3% | +$1.3K | 0.18% | 48 |
|
|
2021
Q3 | $345K | Hold |
6,572
| – | – | 0.17% | 52 |
|
|
2021
Q2 | $356K | Buy |
6,572
+1,000
| +18% | +$54.2K | 0.15% | 54 |
|
|
2021
Q1 | $294K | Hold |
5,572
| – | – | 0.14% | 45 |
|
|
2020
Q4 | $306K | Hold |
5,572
| – | – | 0.16% | 43 |
|
|
2020
Q3 | $275K | Hold |
5,572
| – | – | 0.17% | 43 |
|
|
2020
Q2 | $249K | Hold |
5,572
| – | – | 0.16% | 41 |
|
|
2020
Q1 | $247K | Hold |
5,572
| – | – | 0.17% | 43 |
|
|
2019
Q4 | $308K | Buy |
+5,572
| New | +$308K | 0.21% | 40 |
|