Sound Financial Strategies 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 | $215K | Sell |
3,035
-7,545
| -71% | -$534K | 0.18% | 89 |
|
|
2025
Q1 | $758K | Sell |
10,580
-3,040
| -22% | -$218K | 0.68% | 44 |
|
|
2024
Q4 | $848K | Buy |
13,620
+1,811
| +15% | +$113K | 0.71% | 40 |
|
|
2024
Q3 | $849K | Buy |
11,809
+97
| +0.8% | +$6.97K | 0.68% | 24 |
|
|
2024
Q2 | $745K | Buy |
11,712
+2,252
| +24% | +$143K | 0.65% | 27 |
|
|
2024
Q1 | $579K | Buy |
9,460
+3
| +0% | +$184 | 0.48% | 45 |
|
|
2023
Q4 | $557K | Sell |
9,457
-4,577
| -33% | -$270K | 0.47% | 46 |
|
|
2023
Q3 | $786K | Sell |
14,034
-843
| -6% | -$47.2K | 0.65% | 44 |
|
|
2023
Q2 | $896K | Sell |
14,877
-1,735
| -10% | -$104K | 0.65% | 43 |
|
|
2023
Q1 | $1.03M | Sell |
16,612
-878
| -5% | -$54.5K | 0.69% | 32 |
|
|
2022
Q4 | $1.11M | Buy |
+17,490
| New | +$1.11M | 0.81% | 18 |
|
|
2022
Q3 | – | Sell |
-17,958
| Closed | -$1.13M | – | 44 |
|
|
2022
Q2 | $1.13M | Sell |
17,958
-8,161
| -31% | -$514K | 0.89% | 10 |
|
|
2022
Q1 | $1.62M | Buy |
+26,119
| New | +$1.62M | 0.89% | 24 |
|
|
2020
Q4 | – | Sell |
-9,326
| Closed | -$460K | – | 99 |
|
|
2020
Q3 | $460K | Sell |
9,326
-144
| -2% | -$7.1K | 0.29% | 41 |
|
|
2020
Q2 | $423K | Sell |
9,470
-1
| -0% | -$45 | 0.27% | 47 |
|
|
2020
Q1 | $419K | Sell |
9,471
-13,452
| -59% | -$595K | 0.29% | 43 |
|
|
2019
Q4 | $1.27M | Buy |
+22,923
| New | +$1.27M | 0.8% | 45 |
|