Strategic 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 | $465K | Buy |
6,572
+60
| +0.9% | +$4.25K | 0.03% | 96 |
|
|
2025
Q1 | $466K | Sell |
6,512
-337
| -5% | -$24.1K | 0.03% | 94 |
|
|
2024
Q4 | $426K | Buy |
6,849
+1,605
| +31% | +$99.9K | 0.03% | 97 |
|
|
2024
Q3 | $377K | Hold |
5,244
| – | – | 0.02% | 104 |
|
|
2024
Q2 | $334K | Sell |
5,244
-1,400
| -21% | -$89.1K | 0.02% | 103 |
|
|
2024
Q1 | $406K | Sell |
6,644
-480
| -7% | -$29.4K | 0.03% | 95 |
|
|
2023
Q4 | $420K | Sell |
7,124
-245
| -3% | -$14.4K | 0.03% | 93 |
|
|
2023
Q3 | $413K | Sell |
7,369
-1,250
| -15% | -$70K | 0.03% | 93 |
|
|
2023
Q2 | $526K | Hold |
8,619
| – | – | 0.04% | 85 |
|
|
2023
Q1 | $535K | Hold |
8,619
| – | – | 0.04% | 86 |
|
|
2022
Q4 | $548K | Sell |
8,619
-100
| -1% | -$6.36K | 0.04% | 80 |
|
|
2022
Q3 | $488K | Hold |
8,719
| – | – | 0.04% | 87 |
|
|
2022
Q2 | $548K | Buy |
8,719
+2,400
| +38% | +$151K | 0.05% | 88 |
|
|
2022
Q1 | $392K | Buy |
6,319
+1,200
| +23% | +$74.4K | 0.03% | 102 |
|
|
2021
Q4 | $303K | Buy |
5,119
+124
| +2% | +$7.34K | 0.02% | 114 |
|
|
2021
Q3 | $262K | Buy |
4,995
+1
| +0% | +$52 | 0.02% | 115 |
|
|
2021
Q2 | $270K | Buy |
4,994
+101
| +2% | +$5.46K | 0.02% | 124 |
|
|
2021
Q1 | $258K | Sell |
4,893
-9
| -0.2% | -$475 | 0.02% | 122 |
|
|
2020
Q4 | $269K | Buy |
4,902
+101
| +2% | +$5.54K | 0.02% | 121 |
|
|
2020
Q3 | $237K | Sell |
4,801
-942
| -16% | -$46.5K | 0.02% | 115 |
|
|
2020
Q2 | $257K | Sell |
5,743
-307
| -5% | -$13.7K | 0.03% | 116 |
|
|
2020
Q1 | $268K | Sell |
6,050
-246
| -4% | -$10.9K | 0.04% | 107 |
|
|
2019
Q4 | $348K | Sell |
6,296
-365
| -5% | -$20.2K | 0.04% | 115 |
|
|
2019
Q3 | $363K | Sell |
6,661
-100
| -1% | -$5.45K | 0.05% | 118 |
|
|
2019
Q2 | $344K | Buy |
6,761
+745
| +12% | +$37.9K | 0.05% | 116 |
|
|
2019
Q1 | $282K | Buy |
6,016
+366
| +6% | +$17.2K | 0.04% | 120 |
|
|
2018
Q4 | $268K | Buy |
+5,650
| New | +$268K | 0.04% | 121 |
|
|
2018
Q3 | – | Sell |
-8,377
| Closed | -$367K | – | 123 |
|
|
2018
Q2 | $367K | Hold |
8,377
| – | – | 0.06% | 107 |
|
|
2018
Q1 | $364K | Buy |
8,377
+800
| +11% | +$34.8K | 0.06% | 100 |
|
|
2017
Q4 | $348K | Sell |
7,577
-38
| -0.5% | -$1.75K | 0.06% | 106 |
|
|
2017
Q3 | $343K | Buy |
7,615
+288
| +4% | +$13K | 0.06% | 107 |
|
|
2017
Q2 | $329K | Buy |
+7,327
| New | +$329K | 0.06% | 106 |
|
|
2016
Q2 | – | Sell |
-76,210
| Closed | -$3.54M | – | 99 |
|
|
2016
Q1 | $3.54M | Buy |
76,210
+1,940
| +3% | +$90K | 0.82% | 38 |
|
|
2015
Q4 | $3.19M | Buy |
74,270
+1,585
| +2% | +$68.1K | 0.84% | 42 |
|
|
2015
Q3 | $2.92M | Buy |
72,685
+2,080
| +3% | +$83.4K | 0.81% | 47 |
|
|
2015
Q2 | $2.77M | Sell |
70,605
-1,525
| -2% | -$59.8K | 0.78% | 58 |
|
|
2015
Q1 | $2.93M | Sell |
72,130
-670
| -0.9% | -$27.2K | 0.75% | 62 |
|
|
2014
Q4 | $3.07M | Buy |
72,800
+340
| +0.5% | +$14.4K | 0.84% | 57 |
|
|
2014
Q3 | $3.09M | Buy |
72,460
+515
| +0.7% | +$22K | 0.86% | 52 |
|
|
2014
Q2 | $3.05M | Buy |
71,945
+230
| +0.3% | +$9.74K | 0.84% | 53 |
|
|
2014
Q1 | $2.77M | Buy |
71,715
+18,110
| +34% | +$700K | 0.81% | 58 |
|
|
2013
Q4 | $2.21M | Sell |
53,605
-1,093
| -2% | -$45.1K | 0.7% | 71 |
|
|
2013
Q3 | $2.07M | Sell |
54,698
-2,136
| -4% | -$80.9K | 0.7% | 71 |
|
|
2013
Q2 | $2.28M | Buy |
+56,834
| New | +$2.28M | 0.81% | 57 |
|