Spirit of America Management Corp’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 | $538K | Hold |
7,600
| – | – | 0.11% | 176 |
|
2025
Q1 | $544K | Hold |
7,600
| – | – | 0.11% | 167 |
|
2024
Q4 | $473K | Hold |
7,600
| – | – | 0.1% | 181 |
|
2024
Q3 | $546K | Hold |
7,600
| – | – | 0.11% | 169 |
|
2024
Q2 | $484K | Sell |
7,600
-300
| -4% | -$19.1K | 0.1% | 168 |
|
2024
Q1 | $483K | Hold |
7,900
| – | – | 0.1% | 164 |
|
2023
Q4 | $466K | Hold |
7,900
| – | – | 0.1% | 160 |
|
2023
Q3 | $442K | Hold |
7,900
| – | – | 0.1% | 147 |
|
2023
Q2 | $476K | Hold |
7,900
| – | – | 0.11% | 145 |
|
2023
Q1 | $490K | Hold |
7,900
| – | – | 0.11% | 134 |
|
2022
Q4 | $503K | Buy |
7,900
+500
| +7% | +$31.8K | 0.11% | 139 |
|
2022
Q3 | $415K | Hold |
7,400
| – | – | 0.1% | 149 |
|
2022
Q2 | $466K | Hold |
7,400
| – | – | 0.11% | 149 |
|
2022
Q1 | $459K | Hold |
7,400
| – | – | 0.09% | 160 |
|
2021
Q4 | $438K | Hold |
7,400
| – | – | 0.09% | 165 |
|
2021
Q3 | $388K | Hold |
7,400
| – | – | 0.08% | 171 |
|
2021
Q2 | $400K | Hold |
7,400
| – | – | 0.09% | 165 |
|
2021
Q1 | $390K | Sell |
7,400
-3,000
| -29% | -$158K | 0.09% | 158 |
|
2020
Q4 | $570K | Hold |
10,400
| – | – | 0.14% | 132 |
|
2020
Q3 | $513K | Sell |
10,400
-2,500
| -19% | -$123K | 0.14% | 134 |
|
2020
Q2 | $576K | Buy |
12,900
+1,000
| +8% | +$44.7K | 0.15% | 127 |
|
2020
Q1 | $527K | Buy |
11,900
+1,000
| +9% | +$44.3K | 0.17% | 124 |
|
2019
Q4 | $603K | Hold |
10,900
| – | – | 0.11% | 150 |
|
2019
Q3 | $593K | Hold |
10,900
| – | – | 0.1% | 149 |
|
2019
Q2 | $555K | Sell |
10,900
-2,700
| -20% | -$137K | 0.08% | 156 |
|
2019
Q1 | $637K | Sell |
13,600
-1,000
| -7% | -$46.8K | 0.09% | 148 |
|
2018
Q4 | $691K | Hold |
14,600
| – | – | 0.11% | 143 |
|
2018
Q3 | $674K | Hold |
14,600
| – | – | 0.08% | 159 |
|
2018
Q2 | $640K | Sell |
14,600
-1,100
| -7% | -$48.2K | 0.08% | 159 |
|
2018
Q1 | $682K | Hold |
15,700
| – | – | 0.09% | 156 |
|
2017
Q4 | $720K | Hold |
15,700
| – | – | 0.08% | 162 |
|
2017
Q3 | $707K | Hold |
15,700
| – | – | 0.07% | 168 |
|
2017
Q2 | $704K | Hold |
15,700
| – | – | 0.08% | 173 |
|
2017
Q1 | $666K | Hold |
15,700
| – | – | 0.07% | 172 |
|
2016
Q4 | $651K | Hold |
15,700
| – | – | 0.08% | 173 |
|
2016
Q3 | $664K | Hold |
15,700
| – | – | 0.09% | 169 |
|
2016
Q2 | $712K | Hold |
15,700
| – | – | 0.1% | 145 |
|
2016
Q1 | $728K | Hold |
15,700
| – | – | 0.13% | 139 |
|
2015
Q4 | $674K | Buy |
+15,700
| New | +$674K | 0.13% | 147 |
|