Steward Partners Investment Advisory’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Hold |
192
| – | – | ﹤0.01% | 2950 |
|
|
2025
Q1 | $17.5K | Sell |
192
-210
| -52% | -$19.2K | ﹤0.01% | 2866 |
|
|
2024
Q4 | $31.3K | Buy |
402
+375
| +1,389% | +$29.2K | ﹤0.01% | 2573 |
|
|
2024
Q3 | $2.4K | Buy |
+27
| New | +$2.4K | ﹤0.01% | 3411 |
|
|
2023
Q1 | – | Sell |
-31
| Closed | -$2.1K | – | 3371 |
|
|
2022
Q4 | $2.1K | Buy |
+31
| New | +$2.1K | ﹤0.01% | 3009 |
|