SFA
Source Financial Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $321K | Buy |
4,463
+8
| +0.2% | +$575 | 0.09% | 93 |
|
|
2024
Q2 | $284K | Sell |
4,455
-2
| -0% | -$127 | 0.09% | 96 |
|
|
2024
Q1 | $273K | Sell |
4,457
-947
| -18% | -$57.9K | 0.08% | 99 |
|
|
2023
Q4 | $318K | Buy |
5,404
+1,040
| +24% | +$61.3K | 0.1% | 99 |
|
|
2023
Q3 | $244K | Sell |
4,364
-1,202
| -22% | -$67.3K | 0.08% | 109 |
|
|
2023
Q2 | $335K | Buy |
5,566
+456
| +9% | +$27.5K | 0.11% | 101 |
|
|
2023
Q1 | $317K | Buy |
5,110
+694
| +16% | +$43.1K | 0.11% | 99 |
|
|
2022
Q4 | $281K | Buy |
4,416
+354
| +9% | +$22.5K | 0.11% | 105 |
|
|
2022
Q3 | $227K | Sell |
4,062
-76
| -2% | -$4.25K | 0.09% | 104 |
|
|
2022
Q2 | $260K | Buy |
4,138
+198
| +5% | +$12.4K | 0.1% | 101 |
|
|
2022
Q1 | $244K | Sell |
3,940
-514
| -12% | -$31.8K | 0.07% | 105 |
|
|
2021
Q4 | $264K | Sell |
4,454
-725
| -14% | -$43K | 0.07% | 97 |
|
|
2021
Q3 | $272K | Buy |
5,179
+13
| +0.3% | +$683 | 0.07% | 94 |
|
|
2021
Q2 | $279K | Buy |
5,166
+16
| +0.3% | +$864 | 0.07% | 93 |
|
|
2021
Q1 | $271K | Buy |
+5,150
| New | +$271K | 0.07% | 96 |
|