Steph & Co’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 | $16.1K | Sell |
227
-6
| -3% | -$424 | 0.01% | 246 |
|
|
2025
Q1 | $16.7K | Buy |
233
+52
| +29% | +$3.72K | 0.01% | 214 |
|
|
2024
Q4 | $11.3K | Sell |
181
-78
| -30% | -$4.86K | ﹤0.01% | 237 |
|
|
2024
Q3 | $18.6K | Hold |
259
| – | – | 0.01% | 230 |
|
|
2024
Q2 | $16.5K | Buy |
259
+20
| +8% | +$1.27K | 0.01% | 220 |
|
|
2024
Q1 | $14.6K | Buy |
+239
| New | +$14.6K | 0.01% | 243 |
|
|
2020
Q3 | – | Sell |
-1,838
| Closed | -$82K | – | 239 |
|
|
2020
Q2 | $82K | Hold |
1,838
| – | – | 0.08% | 137 |
|
|
2020
Q1 | $81K | Hold |
1,838
| – | – | 0.09% | 114 |
|
|
2019
Q4 | $102K | Buy |
+1,838
| New | +$102K | 0.09% | 132 |
|