SFG
Sovereign Financial Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Buy |
11,908
+171
| +1% | +$12.1K | 0.17% | 113 |
|
|
2025
Q1 | $841K | Sell |
11,737
-33
| -0.3% | -$2.36K | 0.19% | 103 |
|
|
2024
Q4 | $733K | Sell |
11,770
-431
| -4% | -$26.8K | 0.17% | 116 |
|
|
2024
Q3 | $877K | Buy |
12,201
+26
| +0.2% | +$1.87K | 0.2% | 97 |
|
|
2024
Q2 | $775K | Buy |
12,175
+75
| +0.6% | +$4.77K | 0.19% | 104 |
|
|
2024
Q1 | $740K | Buy |
12,100
+1,049
| +9% | +$64.2K | 0.2% | 106 |
|
|
2023
Q4 | $651K | Sell |
11,051
-934
| -8% | -$55K | 0.2% | 100 |
|
|
2023
Q3 | $671K | Buy |
11,985
+803
| +7% | +$45K | 0.24% | 91 |
|
|
2023
Q2 | $673K | Buy |
11,182
+387
| +4% | +$23.3K | 0.22% | 109 |
|
|
2023
Q1 | $670K | Sell |
10,795
-568
| -5% | -$35.2K | 0.25% | 101 |
|
|
2022
Q4 | $723K | Buy |
11,363
+3,124
| +38% | +$199K | 0.28% | 90 |
|
|
2022
Q3 | $462K | Buy |
8,239
+40
| +0.5% | +$2.24K | 0.19% | 109 |
|
|
2022
Q2 | $516K | Buy |
8,199
+496
| +6% | +$31.2K | 0.2% | 107 |
|
|
2022
Q1 | $478K | Buy |
7,703
+87
| +1% | +$5.4K | 0.18% | 121 |
|
|
2021
Q4 | $451K | Buy |
7,616
+1,132
| +17% | +$67K | 0.18% | 118 |
|
|
2021
Q3 | $340K | Sell |
6,484
-440
| -6% | -$23.1K | 0.2% | 113 |
|
|
2021
Q2 | $365K | Hold |
6,924
| – | – | 0.22% | 97 |
|
|
2021
Q1 | $365K | Buy |
6,924
+841
| +14% | +$44.3K | 0.23% | 95 |
|
|
2020
Q4 | $334K | Buy |
+6,083
| New | +$334K | 0.24% | 84 |
|