SFG Wealth Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,214
Closed -$236K 95
2023
Q3
$236K Buy
4,214
+1
+0% +$56 0.19% 81
2023
Q2
$254K Buy
4,213
+1
+0% +$60 0.21% 78
2023
Q1
$261K Buy
+4,212
New +$261K 0.29% 61