Stifel Financial’s Vita Coco COCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Sell |
13,158
-783
| -6% | -$28.3K | ﹤0.01% | 2805 |
|
|
2025
Q1 | $427K | Sell |
13,941
-9,841
| -41% | -$302K | ﹤0.01% | 2790 |
|
|
2024
Q4 | $878K | Buy |
23,782
+6,562
| +38% | +$242K | ﹤0.01% | 2337 |
|
|
2024
Q3 | $487K | Buy |
17,220
+5,041
| +41% | +$143K | ﹤0.01% | 2696 |
|
|
2024
Q2 | $339K | Buy |
+12,179
| New | +$339K | ﹤0.01% | 2848 |
|