Southern Capital 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 | $213K | Hold |
3,015
| – | – | 0.11% | 75 |
|
|
2025
Q1 | $216K | Buy |
+3,015
| New | +$216K | 0.12% | 76 |
|
|
2024
Q4 | – | Sell |
-3,015
| Closed | -$217K | – | 78 |
|
|
2024
Q3 | $217K | Sell |
3,015
-1,958
| -39% | -$141K | 0.12% | 70 |
|
|
2024
Q2 | $317K | Sell |
4,973
-12
| -0.2% | -$764 | 0.19% | 48 |
|
|
2024
Q1 | $305K | Buy |
+4,985
| New | +$305K | 0.19% | 52 |
|
|
2023
Q2 | – | Sell |
-4,351
| Closed | -$270K | – | 78 |
|
|
2023
Q1 | $270K | Sell |
4,351
-1,119
| -20% | -$69.4K | 0.2% | 57 |
|
|
2022
Q4 | $348K | Buy |
5,470
+278
| +5% | +$17.7K | 0.27% | 51 |
|
|
2022
Q3 | $291K | Sell |
5,192
-59
| -1% | -$3.31K | 0.24% | 48 |
|
|
2022
Q2 | $330K | Sell |
5,251
-48
| -0.9% | -$3.02K | 0.26% | 49 |
|
|
2022
Q1 | $329K | Sell |
5,299
-597
| -10% | -$37.1K | 0.23% | 51 |
|
|
2021
Q4 | $349K | Buy |
+5,896
| New | +$349K | 0.22% | 51 |
|