Strategic Financial Concepts’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 | – | Sell |
-3,431
| Closed | -$246K | – | 332 |
|
|
2025
Q1 | $246K | Sell |
3,431
-80
| -2% | -$5.73K | 0.05% | 274 |
|
|
2024
Q4 | $219K | Buy |
+3,511
| New | +$219K | 0.04% | 302 |
|
|
2024
Q3 | – | Sell |
-107,427
| Closed | -$116K | – | 496 |
|
|
2024
Q2 | $116K | Buy |
+107,427
| New | +$116K | 0.07% | 164 |
|
|
2023
Q4 | – | Sell |
-3,740
| Closed | -$209K | – | 209 |
|
|
2023
Q3 | $209K | Buy |
3,740
+204
| +6% | +$11.4K | 0.07% | 238 |
|
|
2023
Q2 | $213K | Sell |
3,536
-3
| -0.1% | -$181 | 0.08% | 223 |
|
|
2023
Q1 | $220K | Buy |
+3,539
| New | +$220K | 0.09% | 202 |
|