Stifel Trust’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.63M | Buy |
38,234
+606
| +2% | +$25.9K | 0.31% | 97 |
|
|
2014
Q2 | $1.59M | Sell |
37,628
-10,295
| -21% | -$436K | 0.3% | 96 |
|
|
2014
Q1 | $1.85M | Buy |
47,923
+999
| +2% | +$38.6K | 0.35% | 87 |
|
|
2013
Q4 | $1.94M | Buy |
46,924
+200
| +0.4% | +$8.26K | 0.36% | 84 |
|
|
2013
Q3 | $1.77M | Sell |
46,724
-1,450
| -3% | -$54.9K | 0.35% | 86 |
|
|
2013
Q2 | $1.93M | Buy |
+48,174
| New | +$1.93M | 0.4% | 84 |
|