Socha Financial Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
4,513
+743
| +20% | +$52.6K | 0.14% | 14 |
|
|
2025
Q1 | $270K | Hold |
3,770
| – | – | 0.13% | 20 |
|
|
2024
Q4 | $235K | Buy |
3,770
+3
| +0.1% | +$187 | 0.11% | 22 |
|
|
2024
Q3 | $271K | Buy |
3,767
+2
| +0.1% | +$144 | 0.12% | 21 |
|
|
2024
Q2 | $240K | Sell |
3,765
-241
| -6% | -$15.3K | 0.11% | 19 |
|
|
2024
Q1 | $245K | Hold |
4,006
| – | – | 0.11% | 28 |
|
|
2023
Q4 | $236K | Sell |
4,006
-691
| -15% | -$40.7K | 0.11% | 27 |
|
|
2023
Q3 | $263K | Buy |
4,697
+217
| +5% | +$12.1K | 0.14% | 24 |
|
|
2023
Q2 | $270K | Buy |
+4,480
| New | +$270K | 0.14% | 22 |
|