Spotlight Asset Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $50.3K | Hold |
791
| – | – | 0.04% | 141 |
|
|
2024
Q1 | $48.4K | Hold |
791
| – | – | 0.03% | 147 |
|
|
2023
Q4 | $44.3K | Hold |
791
| – | – | 0.04% | 141 |
|
|
2023
Q3 | $44.3K | Hold |
791
| – | – | 0.04% | 141 |
|
|
2023
Q2 | $47.6K | Buy |
+791
| New | +$47.6K | 0.04% | 140 |
|
|
2021
Q2 | – | Sell |
-7,097
| Closed | -$374K | – | 137 |
|
|
2021
Q1 | $374K | Sell |
7,097
-130
| -2% | -$6.85K | 0.14% | 90 |
|
|
2020
Q4 | $396K | Buy |
7,227
+285
| +4% | +$15.6K | 0.15% | 87 |
|
|
2020
Q3 | $343K | Buy |
6,942
+277
| +4% | +$13.7K | 0.13% | 99 |
|
|
2020
Q2 | $298K | Buy |
6,665
+149
| +2% | +$6.66K | 0.12% | 100 |
|
|
2020
Q1 | $288K | Hold |
6,516
| – | – | 0.15% | 86 |
|
|
2019
Q4 | $319K | Buy |
+6,516
| New | +$319K | 0.15% | 83 |
|