Sterne Agee Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $5.09M | Sell |
125,574
-3,833
| -3% | -$155K | 0.75% | 25 |
|
2014
Q4 | $5.46M | Buy |
129,407
+13,019
| +11% | +$550K | 0.85% | 24 |
|
2014
Q3 | $4.97M | Buy |
116,388
+1,100
| +1% | +$46.9K | 0.79% | 26 |
|
2014
Q2 | $4.88M | Buy |
115,288
+3,023
| +3% | +$128K | 0.82% | 25 |
|
2014
Q1 | $4.34M | Sell |
112,265
-296
| -0.3% | -$11.4K | 0.85% | 22 |
|
2013
Q4 | $4.65M | Buy |
112,561
+5,200
| +5% | +$215K | 1.53% | 9 |
|
2013
Q3 | $4.07M | Sell |
107,361
-3,165
| -3% | -$120K | 1.58% | 8 |
|
2013
Q2 | $4.43M | Buy |
+110,526
| New | +$4.43M | 1.58% | 6 |
|