Shufro Rose & Co’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
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|
2025
Q1 | $480K | Hold |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $401K | Sell |
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|
2024
Q1 | $385K | Sell |
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|
2023
Q4 | $364K | Hold |
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|
2023
Q3 | $364K | Sell |
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|
2023
Q2 | $395K | Hold |
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|
2023
Q1 | $407K | Sell |
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|
2022
Q4 | $486K | Sell |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $498K | Sell |
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|
2022
Q1 | $509K | Buy |
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|
2021
Q4 | $479K | Hold |
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|
2021
Q3 | $424K | Buy |
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|
2021
Q2 | $435K | Sell |
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|
2021
Q1 | $533K | Hold |
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|
2020
Q4 | $555K | Hold |
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|
2020
Q3 | $499K | Sell |
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|
2020
Q2 | $524K | Buy |
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|
2020
Q1 | $518K | Hold |
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|
2019
Q4 | $648K | Buy |
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|
2019
Q3 | $572K | Sell |
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|
2019
Q2 | $538K | Buy |
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|
2019
Q1 | $493K | Hold |
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|
2018
Q4 | $498K | Sell |
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|
2018
Q3 | $569K | Hold |
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|
2018
Q2 | $540K | Hold |
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|
2018
Q1 | $535K | Buy |
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|
2017
Q4 | $519K | Sell |
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|
2017
Q3 | $530K | Hold |
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|
2017
Q2 | $528K | Sell |
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|
2017
Q1 | $712K | Buy |
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|
2016
Q4 | $629K | Hold |
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|
2016
Q3 | $642K | Sell |
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|
2016
Q2 | $724K | Sell |
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|
2016
Q1 | $775K | Buy |
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|
2015
Q4 | $703K | Buy |
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|
2015
Q3 | $625K | Hold |
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|
2015
Q2 | $611K | Hold |
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|
2015
Q1 | $632K | Hold |
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|
2014
Q4 | $658K | Hold |
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|
2014
Q3 | $665K | Hold |
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|
2014
Q2 | $660K | Sell |
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|
2014
Q1 | $622K | Hold |
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|
2013
Q4 | $665K | Buy |
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|
2013
Q3 | $500K | Hold |
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|
2013
Q2 | $530K | Buy |
|