Staton Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $588K | Hold |
13,119
| – | – | 0.5% | 38 |
|
|
2017
Q1 | $557K | Sell |
13,119
-1,885
| -13% | -$80K | 0.48% | 39 |
|
|
2016
Q4 | $622K | Buy |
15,004
+219
| +1% | +$9.08K | 0.56% | 38 |
|
|
2016
Q3 | $626K | Buy |
14,785
+955
| +7% | +$40.4K | 0.57% | 38 |
|
|
2016
Q2 | $627K | Sell |
13,830
-1,430
| -9% | -$64.8K | 0.57% | 39 |
|
|
2016
Q1 | $708K | Buy |
15,260
+370
| +2% | +$17.2K | 0.68% | 36 |
|
|
2015
Q4 | $640K | Sell |
14,890
-1,700
| -10% | -$73.1K | 0.65% | 30 |
|
|
2015
Q3 | $666K | Sell |
16,590
-3,500
| -17% | -$141K | 0.71% | 31 |
|
|
2015
Q2 | $788K | Buy |
20,090
+245
| +1% | +$9.61K | 0.75% | 32 |
|
|
2015
Q1 | $805K | Buy |
+19,845
| New | +$805K | 0.74% | 30 |
|