Sowell Financial Services’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 | $10.9M | Sell |
154,506
-881
| -0.6% | -$62.3K | 0.45% | 43 |
|
|
2025
Q1 | $11.1M | Buy |
155,387
+12,534
| +9% | +$898K | 0.51% | 35 |
|
|
2024
Q4 | $8.89M | Buy |
142,853
+2,744
| +2% | +$171K | 0.47% | 47 |
|
|
2024
Q3 | $10.1M | Buy |
140,109
+22
| +0% | +$1.59K | 0.47% | 42 |
|
|
2024
Q2 | $8.99M | Sell |
140,087
-1,310
| -0.9% | -$84K | 0.43% | 48 |
|
|
2024
Q1 | $8.72M | Sell |
141,397
-14,506
| -9% | -$894K | 0.41% | 57 |
|
|
2023
Q4 | $9.19M | Buy |
155,903
+6,900
| +5% | +$407K | 0.5% | 45 |
|
|
2023
Q3 | $8.41M | Sell |
149,003
-21,549
| -13% | -$1.22M | 0.53% | 37 |
|
|
2023
Q2 | $10.4M | Buy |
170,552
+12,814
| +8% | +$778K | 0.58% | 36 |
|
|
2023
Q1 | $9.79M | Sell |
157,738
-26,719
| -14% | -$1.66M | 0.76% | 16 |
|
|
2022
Q4 | $11.7M | Sell |
184,457
-3,372
| -2% | -$214K | 0.76% | 21 |
|
|
2022
Q3 | $10.6M | Sell |
187,829
-2,957
| -2% | -$167K | 1.07% | 12 |
|
|
2022
Q2 | $12.1M | Buy |
190,786
+136,007
| +248% | +$8.62M | 1.12% | 15 |
|
|
2022
Q1 | $3.43M | Sell |
54,779
-88,520
| -62% | -$5.54M | 0.6% | 30 |
|
|
2021
Q4 | $8.49M | Sell |
143,299
-38,687
| -21% | -$2.29M | 0.49% | 40 |
|
|
2021
Q3 | $9.63M | Buy |
181,986
+1,060
| +0.6% | +$56.1K | 0.65% | 33 |
|
|
2021
Q2 | $9.87M | Sell |
180,926
-86,466
| -32% | -$4.72M | 0.65% | 30 |
|
|
2021
Q1 | $14.6M | Sell |
267,392
-320
| -0.1% | -$17.5K | 0.51% | 44 |
|
|
2020
Q4 | $14.7M | Buy |
267,712
+5,897
| +2% | +$323K | 0.63% | 35 |
|
|
2020
Q3 | $12.9M | Buy |
261,815
+7,725
| +3% | +$381K | 0.65% | 37 |
|
|
2020
Q2 | $11.4M | Buy |
254,090
+7,968
| +3% | +$356K | 0.62% | 34 |
|
|
2020
Q1 | $10.9M | Buy |
246,122
+36,003
| +17% | +$1.59M | 0.81% | 21 |
|
|
2019
Q4 | $11.6M | Sell |
210,119
-3,323
| -2% | -$184K | 0.89% | 14 |
|
|
2019
Q3 | $11.6M | Buy |
+213,442
| New | +$11.6M | 0.96% | 13 |
|
|
2019
Q1 | $8.81M | Buy |
188,026
+11,060
| +6% | +$518K | 0.98% | 16 |
|
|
2018
Q4 | $8.38M | Buy |
176,966
+12,977
| +8% | +$614K | 1.19% | 14 |
|
|
2018
Q3 | $7.58M | Sell |
163,989
-363
| -0.2% | -$16.8K | 1.1% | 14 |
|
|
2018
Q2 | $7.53M | Buy |
164,352
+4,687
| +3% | +$215K | 1.6% | 9 |
|
|
2018
Q1 | $6.72M | Buy |
159,665
+8,458
| +6% | +$356K | 1.68% | 10 |
|
|
2017
Q4 | $7.09M | Buy |
151,207
+4,642
| +3% | +$218K | 1.73% | 8 |
|
|
2017
Q3 | $6.71M | Sell |
146,565
-40
| -0% | -$1.83K | 1.75% | 11 |
|
|
2017
Q2 | $6.69M | Buy |
146,605
+32,474
| +28% | +$1.48M | 1.9% | 10 |
|
|
2017
Q1 | $5.14M | Buy |
114,131
+28,072
| +33% | +$1.26M | 1.52% | 14 |
|
|
2016
Q4 | $3.49M | Buy |
+86,059
| New | +$3.49M | 1.17% | 22 |
|