Sterling Manor Financial’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 | $231K | Buy |
3,270
+57
| +2% | +$4.03K | 0.15% | 30 |
|
|
2025
Q1 | $230K | Hold |
3,213
| – | – | 0.16% | 28 |
|
|
2024
Q4 | $200K | Hold |
3,213
| – | – | 0.14% | 28 |
|
|
2024
Q3 | $231K | Hold |
3,213
| – | – | 0.16% | 25 |
|
|
2024
Q2 | $205K | Buy |
+3,213
| New | +$205K | 0.16% | 24 |
|
|
2022
Q2 | – | Sell |
-4,155
| Closed | -$258K | – | 76 |
|
|
2022
Q1 | $258K | Hold |
4,155
| – | – | 0.21% | 64 |
|
|
2021
Q4 | $246K | Buy |
+4,155
| New | +$246K | 0.19% | 65 |
|