Stiles Financial Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
22,573
-1,715
| -7% | -$121K | 0.55% | 63 |
|
|
2025
Q1 | $1.74M | Sell |
24,288
-40
| -0.2% | -$2.87K | 0.67% | 54 |
|
|
2024
Q4 | $1.51M | Sell |
24,328
-1,370
| -5% | -$85.3K | 0.55% | 59 |
|
|
2024
Q3 | $1.85M | Buy |
25,698
+228
| +0.9% | +$16.4K | 0.65% | 53 |
|
|
2024
Q2 | $1.62M | Sell |
25,470
-658
| -3% | -$41.9K | 0.62% | 51 |
|
|
2024
Q1 | $1.6M | Buy |
26,128
+1,082
| +4% | +$66.2K | 0.64% | 51 |
|
|
2023
Q4 | $1.48M | Sell |
25,046
-35
| -0.1% | -$2.06K | 0.67% | 48 |
|
|
2023
Q3 | $1.4M | Sell |
25,081
-149
| -0.6% | -$8.34K | 0.73% | 46 |
|
|
2023
Q2 | $1.52M | Buy |
25,230
+83
| +0.3% | +$5K | 0.75% | 42 |
|
|
2023
Q1 | $1.56M | Sell |
25,147
-261
| -1% | -$16.2K | 0.84% | 35 |
|
|
2022
Q4 | $1.62M | Buy |
25,408
+165
| +0.7% | +$10.5K | 0.92% | 31 |
|
|
2022
Q3 | $1.41M | Sell |
25,243
-20
| -0.1% | -$1.12K | 0.86% | 36 |
|
|
2022
Q2 | $1.59M | Buy |
25,263
+467
| +2% | +$29.4K | 0.96% | 27 |
|
|
2022
Q1 | $1.54M | Buy |
24,796
+2,131
| +9% | +$132K | 0.77% | 38 |
|
|
2021
Q4 | $1.34M | Buy |
+22,665
| New | +$1.34M | 0.65% | 44 |
|