Sigma Planning Corp’s Coca-Cola KO Stock Holding History

Sigma Planning Corp’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.59M	Sell	78,964 -1,255	-2%	-$88.8K	0.17%	115
2025 Q1	$5.75M	Buy	80,219 +107	+0.1%	+$7.66K	0.18%	108
2024 Q4	$4.99M	Sell	80,112 -1,263	-2%	-$78.6K	0.16%	128
2024 Q3	$5.85M	Sell	81,375 -4,730	-5%	-$340K	0.18%	112
2024 Q2	$5.48M	Sell	86,105 -6,127	-7%	-$390K	0.17%	115
2024 Q1	$5.64M	Buy	92,232 +44,723	+94%	+$2.74M	0.18%	110
2023 Q4	$2.8M	Sell	47,509 -52,299	-52%	-$3.08M	0.22%	88
2023 Q3	$5.59M	Sell	99,808 -1,302	-1%	-$72.9K	0.21%	92
2023 Q2	$6.09M	Sell	101,110 -16,168	-14%	-$974K	0.22%	87
2023 Q1	$7.27M	Sell	117,278 -6,453	-5%	-$400K	0.24%	87
2022 Q4	$7.87M	Buy	123,731 +8,311	+7%	+$529K	0.28%	74
2022 Q3	$6.47M	Sell	115,420 -4,474	-4%	-$251K	0.25%	86
2022 Q2	$7.54M	Sell	119,894 -4,089	-3%	-$257K	0.26%	73
2022 Q1	$7.69M	Buy	123,983 +741	+0.6%	+$45.9K	0.23%	83
2021 Q4	$7.3M	Buy	123,242 +4,338	+4%	+$257K	0.2%	93
2021 Q3	$6.24M	Buy	118,904 +2,778	+2%	+$146K	0.19%	109
2021 Q2	$6.28M	Buy	116,126 +4,812	+4%	+$260K	0.19%	113
2021 Q1	$5.87M	Buy	111,314 +9,130	+9%	+$481K	0.19%	126
2020 Q4	$5.6M	Sell	102,184 -7,683	-7%	-$421K	0.19%	117
2020 Q3	$5.42M	Sell	109,867 -6,411	-6%	-$317K	0.21%	100
2020 Q2	$5.2M	Buy	116,278 +12,399	+12%	+$554K	0.23%	90
2020 Q1	$4.6M	Buy	103,879 +7,337	+8%	+$325K	0.27%	69
2019 Q4	$5.34M	Buy	96,542 +508	+0.5%	+$28.1K	0.23%	90
2019 Q3	$5.23M	Buy	96,034 +10,269	+12%	+$559K	0.25%	86
2019 Q2	$4.37M	Buy	85,765 +3,862	+5%	+$197K	0.23%	105
2019 Q1	$3.84M	Buy	81,903 +13,506	+20%	+$633K	0.22%	111
2018 Q4	$3.24M	Sell	68,397 -12	-0%	-$568	0.24%	97
2018 Q3	$3.16M	Sell	68,409 -1,354	-2%	-$62.5K	0.19%	115
2018 Q2	$3.06M	Sell	69,763 -1,908	-3%	-$83.7K	0.2%	111
2018 Q1	$3.11M	Sell	71,671 -2,358	-3%	-$102K	0.23%	105
2017 Q4	$3.4M	Buy	74,029 +4,188	+6%	+$192K	0.26%	90
2017 Q3	$3.14M	Buy	69,841 +6,619	+10%	+$298K	0.26%	85
2017 Q2	$2.84M	Buy	63,222 +2,747	+5%	+$123K	0.27%	87
2017 Q1	$2.57M	Buy	60,475 +3,060	+5%	+$130K	0.25%	94
2016 Q4	$2.38M	Sell	57,415 -1,455	-2%	-$60.3K	0.26%	86
2016 Q3	$2.49M	Sell	58,870 -11,126	-16%	-$471K	0.3%	75
2016 Q2	$3.17M	Buy	69,996 +1,340	+2%	+$60.7K	0.41%	48
2016 Q1	$3.19M	Sell	68,656 -581	-0.8%	-$27K	0.44%	45
2015 Q4	$2.97M	Sell	69,237 -237	-0.3%	-$10.2K	0.42%	48
2015 Q3	$2.79M	Sell	69,474 -10,980	-14%	-$440K	0.44%	44
2015 Q2	$3.16M	Sell	80,454 -20,937	-21%	-$821K	0.44%	49
2015 Q1	$4.11M	Sell	101,391 -4,795	-5%	-$194K	0.54%	29
2014 Q4	$4.48M	Buy	+106,186	New	+$4.48M	0.59%	26