SFMG Wealth Advisors’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 | $751K | Sell |
10,609
-2,026
| -16% | -$143K | 0.06% | 120 |
|
|
2025
Q1 | $905K | Buy |
12,635
+101
| +0.8% | +$7.23K | 0.07% | 109 |
|
|
2024
Q4 | $780K | Buy |
12,534
+2,952
| +31% | +$184K | 0.06% | 113 |
|
|
2024
Q3 | $689K | Buy |
9,582
+43
| +0.5% | +$3.09K | 0.06% | 115 |
|
|
2024
Q2 | $607K | Sell |
9,539
-120
| -1% | -$7.64K | 0.05% | 120 |
|
|
2024
Q1 | $591K | Sell |
9,659
-1,346
| -12% | -$82.3K | 0.05% | 125 |
|
|
2023
Q4 | $649K | Sell |
11,005
-2,910
| -21% | -$171K | 0.06% | 112 |
|
|
2023
Q3 | $779K | Sell |
13,915
-371
| -3% | -$20.8K | 0.08% | 96 |
|
|
2023
Q2 | $860K | Sell |
14,286
-3,186
| -18% | -$192K | 0.09% | 92 |
|
|
2023
Q1 | $1.08M | Buy |
17,472
+563
| +3% | +$34.9K | 0.12% | 84 |
|
|
2022
Q4 | $1.08M | Sell |
16,909
-841
| -5% | -$53.5K | 0.12% | 87 |
|
|
2022
Q3 | $979K | Buy |
17,750
+640
| +4% | +$35.3K | 0.11% | 89 |
|
|
2022
Q2 | $1.08M | Buy |
17,110
+602
| +4% | +$37.9K | 0.12% | 86 |
|
|
2022
Q1 | $1.02M | Sell |
16,508
-160
| -1% | -$9.93K | 0.1% | 92 |
|
|
2021
Q4 | $987K | Buy |
16,668
+5,253
| +46% | +$311K | 0.1% | 98 |
|
|
2021
Q3 | $599K | Buy |
11,415
+497
| +5% | +$26.1K | 0.07% | 124 |
|
|
2021
Q2 | $591K | Buy |
10,918
+19
| +0.2% | +$1.03K | 0.07% | 131 |
|
|
2021
Q1 | $574K | Sell |
10,899
-17,080
| -61% | -$900K | 0.07% | 126 |
|
|
2020
Q4 | $1.53M | Buy |
27,979
+6,853
| +32% | +$376K | 0.19% | 61 |
|
|
2020
Q3 | $1.04M | Buy |
21,126
+99
| +0.5% | +$4.89K | 0.14% | 62 |
|
|
2020
Q2 | $939K | Buy |
21,027
+9,610
| +84% | +$429K | 0.13% | 58 |
|
|
2020
Q1 | $505K | Sell |
11,417
-824
| -7% | -$36.4K | 0.08% | 75 |
|
|
2019
Q4 | $678K | Sell |
12,241
-1,143
| -9% | -$63.3K | 0.08% | 82 |
|
|
2019
Q3 | $729K | Sell |
13,384
-5,302
| -28% | -$289K | 0.1% | 68 |
|
|
2019
Q2 | $1.01M | Buy |
18,686
+7,769
| +71% | +$421K | 0.14% | 49 |
|
|
2019
Q1 | $512K | Hold |
10,917
| – | – | 0.07% | 79 |
|
|
2018
Q4 | $517K | Buy |
10,917
+313
| +3% | +$14.8K | 0.08% | 69 |
|
|
2018
Q3 | $509K | Sell |
10,604
-411
| -4% | -$19.7K | 0.08% | 65 |
|
|
2018
Q2 | $483K | Sell |
11,015
-606
| -5% | -$26.6K | 0.08% | 73 |
|
|
2018
Q1 | $505K | Buy |
11,621
+777
| +7% | +$33.8K | 0.09% | 69 |
|
|
2017
Q4 | $498K | Sell |
10,844
-29
| -0.3% | -$1.33K | 0.08% | 72 |
|
|
2017
Q3 | $489K | Buy |
10,873
+7
| +0.1% | +$315 | 0.1% | 68 |
|
|
2017
Q2 | $487K | Sell |
10,866
-619
| -5% | -$27.7K | 0.1% | 65 |
|
|
2017
Q1 | $487K | Buy |
11,485
+252
| +2% | +$10.7K | 0.1% | 63 |
|
|
2016
Q4 | $466K | Sell |
11,233
-34
| -0.3% | -$1.41K | 0.1% | 65 |
|
|
2016
Q3 | $477K | Buy |
11,267
+207
| +2% | +$8.76K | 0.1% | 68 |
|
|
2016
Q2 | $501K | Buy |
11,060
+3,237
| +41% | +$147K | 0.11% | 65 |
|
|
2016
Q1 | $363K | Buy |
7,823
+600
| +8% | +$27.8K | 0.08% | 71 |
|
|
2015
Q4 | $310K | Sell |
7,223
-486
| -6% | -$20.9K | 0.07% | 86 |
|
|
2015
Q3 | $309K | Sell |
7,709
-685
| -8% | -$27.5K | 0.07% | 85 |
|
|
2015
Q2 | $329K | Sell |
8,394
-11,917
| -59% | -$467K | 0.07% | 85 |
|
|
2015
Q1 | $824K | Buy |
20,311
+11,971
| +144% | +$486K | 0.07% | 82 |
|
|
2014
Q4 | $352K | Buy |
8,340
+12
| +0.1% | +$506 | 0.08% | 86 |
|
|
2014
Q3 | $355K | Buy |
8,328
+888
| +12% | +$37.9K | 0.11% | 54 |
|
|
2014
Q2 | $315K | Buy |
7,440
+6
| +0.1% | +$254 | 0.11% | 59 |
|
|
2014
Q1 | $287K | Hold |
7,434
| – | – | 0.1% | 58 |
|
|
2013
Q4 | $307K | Buy |
7,434
+12
| +0.2% | +$496 | 0.11% | 52 |
|
|
2013
Q3 | $281K | Sell |
7,422
-7
| -0.1% | -$265 | 0.11% | 51 |
|
|
2013
Q2 | $298K | Buy |
+7,429
| New | +$298K | 0.12% | 52 |
|