Steward Partners Investment Advisory’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5K | Hold |
300
| – | – | ﹤0.01% | 2674 |
|
|
2025
Q1 | $40.5K | Sell |
300
-40
| -12% | -$5.4K | ﹤0.01% | 2492 |
|
|
2024
Q4 | $42.8K | Buy |
340
+20
| +6% | +$2.52K | ﹤0.01% | 2421 |
|
|
2024
Q3 | $42.1K | Hold |
320
| – | – | ﹤0.01% | 2319 |
|
|
2024
Q2 | $34.7K | Buy |
+320
| New | +$34.7K | ﹤0.01% | 2277 |
|
|
2021
Q2 | – | Sell |
-1,250
| Closed | -$36.1K | – | 7141 |
|
|
2021
Q1 | $36.1K | Buy |
+1,250
| New | +$36.1K | ﹤0.01% | 2161 |
|