Souders Financial Advisors’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 | $893K | Buy |
12,624
+3,974
| +46% | +$281K | 0.11% | 95 |
|
|
2025
Q1 | $620K | Buy |
8,650
+2,567
| +42% | +$184K | 0.09% | 118 |
|
|
2024
Q4 | $379K | Buy |
6,083
+494
| +9% | +$30.8K | 0.05% | 138 |
|
|
2024
Q3 | $402K | Buy |
5,589
+24
| +0.4% | +$1.73K | 0.06% | 131 |
|
|
2024
Q2 | $354K | Sell |
5,565
-8,628
| -61% | -$549K | 0.05% | 138 |
|
|
2024
Q1 | $868K | Sell |
14,193
-173
| -1% | -$10.6K | 0.14% | 97 |
|
|
2023
Q4 | $847K | Sell |
14,366
-4,073
| -22% | -$240K | 0.14% | 97 |
|
|
2023
Q3 | $1.03M | Buy |
18,439
+4,206
| +30% | +$235K | 0.2% | 83 |
|
|
2023
Q2 | $857K | Buy |
14,233
+8,603
| +153% | +$518K | 0.16% | 90 |
|
|
2023
Q1 | $349K | Buy |
5,630
+60
| +1% | +$3.72K | 0.07% | 128 |
|
|
2022
Q4 | $354K | Sell |
5,570
-28
| -0.5% | -$1.78K | 0.08% | 130 |
|
|
2022
Q3 | $314K | Sell |
5,598
-670
| -11% | -$37.6K | 0.09% | 129 |
|
|
2022
Q2 | $394K | Sell |
6,268
-6,898
| -52% | -$434K | 0.11% | 110 |
|
|
2022
Q1 | $816K | Buy |
13,166
+7,546
| +134% | +$468K | 0.24% | 85 |
|
|
2021
Q4 | $333K | Buy |
5,620
+4
| +0.1% | +$237 | 0.1% | 115 |
|
|
2021
Q3 | $295K | Sell |
5,616
-134
| -2% | -$7.04K | 0.1% | 114 |
|
|
2021
Q2 | $311K | Sell |
5,750
-7,616
| -57% | -$412K | 0.1% | 110 |
|
|
2021
Q1 | $705K | Buy |
13,366
+6,531
| +96% | +$344K | 0.28% | 74 |
|
|
2020
Q4 | $375K | Sell |
6,835
-732
| -10% | -$40.2K | 0.16% | 89 |
|
|
2020
Q3 | $408K | Sell |
7,567
-763
| -9% | -$41.1K | 0.19% | 82 |
|
|
2020
Q2 | $372K | Sell |
8,330
-15,172
| -65% | -$678K | 0.21% | 78 |
|
|
2020
Q1 | $1.04M | Buy |
+23,502
| New | +$1.04M | 0.92% | 30 |
|