SBIA
Sheaff Brock Investment Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.17M | Buy |
58,280
+970
| +2% | +$69.5K | 0.38% | 69 |
|
|
2024
Q4 | $3.57M | Sell |
57,310
-58,904
| -51% | -$3.67M | 0.31% | 71 |
|
|
2024
Q3 | $8.35M | Buy |
116,214
+59,503
| +105% | +$4.28M | 0.73% | 36 |
|
|
2024
Q2 | $3.61M | Sell |
56,711
-66,344
| -54% | -$4.22M | 0.33% | 67 |
|
|
2024
Q1 | $7.53M | Buy |
123,055
+65,254
| +113% | +$3.99M | 0.47% | 39 |
|
|
2023
Q4 | $3.41M | Buy |
57,801
+132
| +0.2% | +$7.78K | 0.26% | 72 |
|
|
2023
Q3 | $3.23M | Sell |
57,669
-1,960
| -3% | -$110K | 0.29% | 69 |
|
|
2023
Q2 | $3.59M | Sell |
59,629
-1,505
| -2% | -$90.6K | 0.3% | 69 |
|
|
2023
Q1 | $3.79M | Buy |
61,134
+1,560
| +3% | +$96.8K | 0.35% | 63 |
|
|
2022
Q4 | $3.79M | Buy |
59,574
+218
| +0.4% | +$13.9K | 0.37% | 60 |
|
|
2022
Q3 | $3.33M | Sell |
59,356
-52,167
| -47% | -$2.92M | 0.36% | 63 |
|
|
2022
Q2 | $7.02M | Buy |
111,523
+51,294
| +85% | +$3.23M | 0.59% | 30 |
|
|
2022
Q1 | $3.73M | Buy |
60,229
+1
| +0% | +$62 | 0.26% | 67 |
|
|
2021
Q4 | $3.57M | Sell |
60,228
-1,004
| -2% | -$59.4K | 0.24% | 71 |
|
|
2021
Q3 | $3.21M | Sell |
61,232
-8,816
| -13% | -$463K | 0.24% | 77 |
|
|
2021
Q2 | $3.79M | Sell |
70,048
-359
| -0.5% | -$19.4K | 0.27% | 66 |
|
|
2021
Q1 | $3.71M | Buy |
70,407
+250
| +0.4% | +$13.2K | 0.29% | 64 |
|
|
2020
Q4 | $3.85M | Sell |
70,157
-1,085
| -2% | -$59.5K | 0.32% | 60 |
|
|
2020
Q3 | $3.52M | Sell |
71,242
-634
| -0.9% | -$31.3K | 0.32% | 61 |
|
|
2020
Q2 | $3.21M | Buy |
71,876
+4,132
| +6% | +$185K | 0.32% | 62 |
|
|
2020
Q1 | $3M | Buy |
67,744
+2,643
| +4% | +$117K | 0.4% | 52 |
|
|
2019
Q4 | $3.6M | Sell |
65,101
-2,234
| -3% | -$124K | 0.35% | 56 |
|
|
2019
Q3 | $3.67M | Buy |
67,335
+128
| +0.2% | +$6.97K | 0.4% | 50 |
|
|
2019
Q2 | $3.42M | Sell |
67,207
-81
| -0.1% | -$4.12K | 0.37% | 54 |
|
|
2019
Q1 | $3.15M | Sell |
67,288
-313
| -0.5% | -$14.7K | 0.38% | 61 |
|
|
2018
Q4 | $3.2M | Sell |
67,601
-6,279
| -8% | -$297K | 0.5% | 55 |
|
|
2018
Q3 | $3.41M | Sell |
73,880
-892
| -1% | -$41.2K | 0.32% | 61 |
|
|
2018
Q2 | $3.28M | Sell |
74,772
-834
| -1% | -$36.6K | 0.32% | 59 |
|
|
2018
Q1 | $3.28M | Sell |
75,606
-405
| -0.5% | -$17.6K | 0.34% | 58 |
|
|
2017
Q4 | $3.49M | Sell |
76,011
-3,919
| -5% | -$180K | 0.45% | 54 |
|
|
2017
Q3 | $3.6M | Buy |
79,930
+850
| +1% | +$38.3K | 0.47% | 50 |
|
|
2017
Q2 | $3.55M | Sell |
79,080
-689
| -0.9% | -$30.9K | 0.47% | 51 |
|
|
2017
Q1 | $3.39M | Sell |
79,769
-14,555
| -15% | -$618K | 0.44% | 53 |
|
|
2016
Q4 | $3.91M | Buy |
94,324
+1,607
| +2% | +$66.6K | 0.49% | 49 |
|
|
2016
Q3 | $3.92M | Sell |
92,717
-10,301
| -10% | -$436K | 0.52% | 44 |
|
|
2016
Q2 | $4.67M | Sell |
103,018
-4,964
| -5% | -$225K | 0.59% | 40 |
|
|
2016
Q1 | $5.01M | Sell |
107,982
-23,003
| -18% | -$1.07M | 0.62% | 37 |
|
|
2015
Q4 | $5.63M | Buy |
+130,985
| New | +$5.63M | 0.64% | 32 |
|