Souders Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $828K | Sell |
|
|||||
|
2025
Q2 | $893K | Buy |
|
|||||
|
2025
Q1 | $620K | Buy |
|
|||||
|
2024
Q4 | $379K | Buy |
|
|||||
|
2024
Q3 | $402K | Buy |
|
|||||
|
2024
Q2 | $354K | Sell |
|
|||||
|
2024
Q1 | $868K | Sell |
|
|||||
|
2023
Q4 | $847K | Sell |
|
|||||
|
2023
Q3 | $1.03M | Buy |
|
|||||
|
2023
Q2 | $857K | Buy |
|
|||||
|
2023
Q1 | $349K | Buy |
|
|||||
|
2022
Q4 | $354K | Sell |
|
|||||
|
2022
Q3 | $314K | Sell |
|
|||||
|
2022
Q2 | $394K | Sell |
|
|||||
|
2022
Q1 | $816K | Buy |
|
|||||
|
2021
Q4 | $333K | Buy |
|
|||||
|
2021
Q3 | $295K | Sell |
|
|||||
|
2021
Q2 | $311K | Sell |
|
|||||
|
2021
Q1 | $705K | Buy |
|
|||||
|
2020
Q4 | $375K | Sell |
|
|||||
|
2020
Q3 | $408K | Sell |
|
|||||
|
2020
Q2 | $372K | Sell |
|
|||||
|
2020
Q1 | $1.04M | Buy |
|