Stewardship Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.28M | Sell |
24,324
-874
| -3% | -$46.1K | 0.45% | 29 |
|
|
2020
Q4 | $1.38M | Sell |
25,198
-1,639
| -6% | -$89.9K | 0.51% | 30 |
|
|
2020
Q3 | $1.33M | Sell |
26,837
-2,901
| -10% | -$143K | 0.55% | 26 |
|
|
2020
Q2 | $1.33M | Buy |
29,738
+1,260
| +4% | +$56.3K | 0.58% | 25 |
|
|
2020
Q1 | $1.26M | Sell |
28,478
-4,300
| -13% | -$190K | 0.64% | 24 |
|
|
2019
Q4 | $1.81M | Buy |
32,778
+2,898
| +10% | +$160K | 0.66% | 23 |
|
|
2019
Q3 | $1.63M | Sell |
29,880
-1,213
| -4% | -$66K | 0.69% | 23 |
|
|
2019
Q2 | $1.58M | Buy |
31,093
+686
| +2% | +$34.9K | 0.68% | 24 |
|
|
2019
Q1 | $1.43M | Sell |
30,407
-127
| -0.4% | -$5.95K | 0.66% | 25 |
|
|
2018
Q4 | $1.45M | Buy |
30,534
+1,564
| +5% | +$74.1K | 0.74% | 22 |
|
|
2018
Q3 | $1.34M | Sell |
28,970
-2,711
| -9% | -$125K | 0.63% | 26 |
|
|
2018
Q2 | $1.39M | Sell |
31,681
-1,282
| -4% | -$56.2K | 0.69% | 23 |
|
|
2018
Q1 | $1.43M | Sell |
32,963
-1,455
| -4% | -$63.2K | 0.71% | 24 |
|
|
2017
Q4 | $1.58M | Sell |
34,418
-1,484
| -4% | -$68.1K | 0.81% | 23 |
|
|
2017
Q3 | $1.62M | Sell |
35,902
-1,444
| -4% | -$65K | 0.93% | 20 |
|
|
2017
Q2 | $1.68M | Sell |
37,346
-3,680
| -9% | -$165K | 1.01% | 19 |
|
|
2017
Q1 | $1.74M | Buy |
41,026
+1,153
| +3% | +$48.9K | 1.09% | 17 |
|
|
2016
Q4 | $1.65M | Sell |
39,873
-5,477
| -12% | -$227K | 1.04% | 21 |
|
|
2016
Q3 | $1.92M | Buy |
45,350
+3,017
| +7% | +$128K | 1.23% | 20 |
|
|
2016
Q2 | $1.92M | Sell |
42,333
-4,445
| -10% | -$201K | 1.31% | 19 |
|
|
2016
Q1 | $2.17M | Sell |
46,778
-16,642
| -26% | -$772K | 1.72% | 17 |
|
|
2015
Q4 | $2.73M | Buy |
+63,420
| New | +$2.73M | 2.18% | 15 |
|