Sound Financial Strategies Group’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 | – | Sell |
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|
2025
Q2 | $215K | Sell |
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|
2025
Q1 | $758K | Sell |
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|
2024
Q4 | $848K | Buy |
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|
2024
Q3 | $849K | Buy |
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|
2024
Q2 | $745K | Buy |
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|
2024
Q1 | $579K | Buy |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $786K | Sell |
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|
2023
Q2 | $896K | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.62M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $460K | Sell |
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|
2020
Q2 | $423K | Sell |
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|
2020
Q1 | $419K | Sell |
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|
2019
Q4 | $1.27M | Buy |
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