Spire Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.1K | Sell |
547
-143
| -21% | -$16K | ﹤0.01% | 1136 |
|
|
2025
Q1 | $92.5K | Buy |
690
+370
| +116% | +$49.6K | ﹤0.01% | 1061 |
|
|
2024
Q4 | $40.3K | Hold |
320
| – | – | ﹤0.01% | 1358 |
|
|
2024
Q3 | $42.1K | Sell |
320
-20
| -6% | -$2.63K | ﹤0.01% | 1185 |
|
|
2024
Q2 | $36.9K | Buy |
340
+150
| +79% | +$16.3K | ﹤0.01% | 1224 |
|
|
2024
Q1 | $16.1K | Sell |
190
-30
| -14% | -$2.54K | ﹤0.01% | 1578 |
|
|
2023
Q4 | $18.9K | Sell |
220
-150
| -41% | -$12.9K | ﹤0.01% | 1555 |
|
|
2023
Q3 | $23.5K | Sell |
370
-360
| -49% | -$22.9K | ﹤0.01% | 1440 |
|
|
2023
Q2 | $46.4K | Buy |
730
+460
| +170% | +$29.3K | ﹤0.01% | 1226 |
|
|
2023
Q1 | $14.4K | Buy |
270
+60
| +29% | +$3.21K | ﹤0.01% | 1729 |
|
|
2022
Q4 | $11K | Buy |
210
+60
| +40% | +$3.14K | ﹤0.01% | 1566 |
|
|
2022
Q3 | $6K | Sell |
150
-2,000
| -93% | -$80K | ﹤0.01% | 1686 |
|
|
2022
Q2 | $121K | Buy |
2,150
+1,100
| +105% | +$61.9K | 0.01% | 962 |
|
|
2022
Q1 | $52K | Sell |
1,050
-120
| -10% | -$5.94K | ﹤0.01% | 1432 |
|
|
2021
Q4 | $72K | Buy |
1,170
+420
| +56% | +$25.8K | ﹤0.01% | 1546 |
|
|
2021
Q3 | $30K | Hold |
750
| – | – | ﹤0.01% | 1683 |
|
|
2021
Q2 | $30K | Sell |
750
-120
| -14% | -$4.8K | ﹤0.01% | 1695 |
|
|
2021
Q1 | $4K | Buy |
+870
| New | +$4K | ﹤0.01% | 2679 |
|