Summit Financial Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.13M | Buy |
51,209
+133
| +0.3% | +$8.14K | 1.11% | 23 |
|
|
2023
Q4 | $3.01M | Sell |
51,076
-56
| -0.1% | -$3.3K | 1.15% | 23 |
|
|
2023
Q3 | $2.86M | Sell |
51,132
-1,500
| -3% | -$84K | 1.2% | 21 |
|
|
2023
Q2 | $3.17M | Sell |
52,632
-2,315
| -4% | -$139K | 1.23% | 21 |
|
|
2023
Q1 | $3.41M | Sell |
54,947
-234
| -0.4% | -$14.5K | 1.29% | 20 |
|
|
2022
Q4 | $3.51M | Sell |
55,181
-1,161
| -2% | -$73.9K | 1.39% | 17 |
|
|
2022
Q3 | $3.16M | Buy |
56,342
+194
| +0.3% | +$10.9K | 1.31% | 19 |
|
|
2022
Q2 | $3.53M | Hold |
56,148
| – | – | 1.36% | 18 |
|
|
2022
Q1 | $3.48M | Sell |
56,148
-309
| -0.5% | -$19.2K | 1.18% | 22 |
|
|
2021
Q4 | $3.34M | Buy |
56,457
+894
| +2% | +$52.9K | 1.09% | 25 |
|
|
2021
Q3 | $2.92M | Buy |
55,563
+2,678
| +5% | +$140K | 1.05% | 28 |
|
|
2021
Q2 | $2.86M | Buy |
52,885
+59
| +0.1% | +$3.19K | 1.07% | 28 |
|
|
2021
Q1 | $2.79M | Sell |
52,826
-1,615
| -3% | -$85.1K | 1.16% | 25 |
|
|
2020
Q4 | $2.99M | Sell |
54,441
-331
| -0.6% | -$18.1K | 1.31% | 22 |
|
|
2020
Q3 | $2.7M | Buy |
54,772
+740
| +1% | +$36.5K | 1.34% | 20 |
|
|
2020
Q2 | $2.41M | Buy |
54,032
+2,340
| +5% | +$105K | 1.26% | 21 |
|
|
2020
Q1 | $2.29M | Buy |
51,692
+2
| +0% | +$88 | 1.37% | 18 |
|
|
2019
Q4 | $2.86M | Sell |
51,690
-385
| -0.7% | -$21.3K | 1.37% | 20 |
|
|
2019
Q3 | $2.84M | Sell |
52,075
-5,110
| -9% | -$278K | 1.44% | 19 |
|
|
2019
Q2 | $2.91M | Sell |
57,185
-725
| -1% | -$36.9K | 1.32% | 22 |
|
|
2019
Q1 | $2.71M | Hold |
57,910
| – | – | 2.12% | 10 |
|
|
2018
Q4 | $2.74M | Sell |
57,910
-440
| -0.8% | -$20.8K | 2.33% | 10 |
|
|
2018
Q3 | $2.7M | Sell |
58,350
-4,000
| -6% | -$185K | 2.01% | 11 |
|
|
2018
Q2 | $2.73M | Sell |
62,350
-320
| -0.5% | -$14K | 2.13% | 11 |
|
|
2018
Q1 | $2.72M | Buy |
62,670
+3,530
| +6% | +$153K | 2.13% | 9 |
|
|
2017
Q4 | $2.71M | Sell |
59,140
-4,057
| -6% | -$186K | 2.22% | 9 |
|
|
2017
Q3 | $2.85M | Buy |
63,197
+1,217
| +2% | +$54.8K | 2.37% | 9 |
|
|
2017
Q2 | $2.78M | Buy |
+61,980
| New | +$2.78M | 2.41% | 8 |
|