SkyOak Wealth’s Coca-Cola Consolidated COKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,750	Closed	-$220K	–	251
2024 Q4	$220K	Hold	1,750	–	–	0.05%	226
2024 Q3	$230K	Sell	1,750 -250	-13%	-$32.9K	0.05%	209
2024 Q2	$217K	Buy	+2,000	New	+$217K	0.05%	219