SEIA
Signature Estate & Investment Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.18M | Buy |
87,363
+74,966
| +605% | +$5.3M | 0.14% | 75 |
|
|
2025
Q1 | $888K | Buy |
12,397
+5,930
| +92% | +$425K | 0.02% | 238 |
|
|
2024
Q4 | $403K | Buy |
6,467
+9
| +0.1% | +$560 | 0.01% | 374 |
|
|
2024
Q3 | $464K | Buy |
6,458
+41
| +0.6% | +$2.95K | 0.01% | 318 |
|
|
2024
Q2 | $408K | Buy |
+6,417
| New | +$408K | 0.01% | 325 |
|
|
2022
Q3 | – | Sell |
-3,858
| Closed | -$243K | – | 165 |
|
|
2022
Q2 | $243K | Buy |
3,858
+279
| +8% | +$17.6K | 0.01% | 156 |
|
|
2022
Q1 | $222K | Sell |
3,579
-207
| -5% | -$12.8K | 0.01% | 155 |
|
|
2021
Q4 | $224K | Sell |
3,786
-860
| -19% | -$50.9K | 0.01% | 154 |
|
|
2021
Q3 | $244K | Buy |
4,646
+552
| +13% | +$29K | 0.01% | 149 |
|
|
2021
Q2 | $221K | Sell |
4,094
-76
| -2% | -$4.1K | 0.01% | 154 |
|
|
2021
Q1 | $220K | Hold |
4,170
| – | – | 0.01% | 157 |
|
|
2020
Q4 | $229K | Buy |
4,170
+3
| +0.1% | +$165 | 0.01% | 146 |
|
|
2020
Q3 | $206K | Buy |
+4,167
| New | +$206K | 0.01% | 145 |
|
|
2019
Q1 | – | Sell |
-3,281
| Closed | -$155K | – | 173 |
|
|
2018
Q4 | $155K | Buy |
3,281
+513
| +19% | +$24.2K | 0.01% | 153 |
|
|
2018
Q3 | $128K | Buy |
2,768
+125
| +5% | +$5.78K | 0.01% | 135 |
|
|
2018
Q2 | $116K | Buy |
+2,643
| New | +$116K | 0.01% | 149 |
|
|
2018
Q1 | – | Sell |
-5,033
| Closed | -$231K | – | 156 |
|
|
2017
Q4 | $231K | Sell |
5,033
-28
| -0.6% | -$1.29K | 0.02% | 132 |
|
|
2017
Q3 | $228K | Buy |
5,061
+9
| +0.2% | +$405 | 0.03% | 123 |
|
|
2017
Q2 | $227K | Buy |
5,052
+2,327
| +85% | +$105K | 0.03% | 119 |
|
|
2017
Q1 | $116K | Buy |
2,725
+129
| +5% | +$5.49K | 0.01% | 180 |
|
|
2016
Q4 | $108K | Buy |
2,596
+18
| +0.7% | +$749 | 0.02% | 153 |
|
|
2016
Q3 | $109K | Sell |
2,578
-1,551
| -38% | -$65.6K | 0.02% | 151 |
|
|
2016
Q2 | $187K | Buy |
4,129
+743
| +22% | +$33.7K | 0.03% | 121 |
|
|
2016
Q1 | $157K | Buy |
+3,386
| New | +$157K | 0.03% | 102 |
|