SS
Sunbelt Securities’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.42M | Buy |
87,014
+63
| +0.1% | +$3.92K | 0.48% | 41 |
|
|
2025
Q1 | $6.23M | Sell |
86,951
-63
| -0.1% | -$4.51K | 0.56% | 37 |
|
|
2024
Q4 | $5.4M | Buy |
87,014
+76,687
| +743% | +$4.76M | 0.48% | 41 |
|
|
2024
Q3 | $742K | Buy |
10,327
+202
| +2% | +$14.5K | 0.07% | 256 |
|
|
2024
Q2 | $644K | Sell |
10,125
-637
| -6% | -$40.5K | 0.07% | 277 |
|
|
2024
Q1 | $658K | Sell |
10,762
-838
| -7% | -$51.3K | 0.07% | 253 |
|
|
2023
Q4 | $684K | Buy |
11,600
+1,804
| +18% | +$106K | 0.09% | 244 |
|
|
2023
Q3 | $548K | Sell |
9,796
-503
| -5% | -$28.2K | 0.08% | 268 |
|
|
2023
Q2 | $620K | Buy |
10,299
+441
| +4% | +$26.6K | 0.09% | 241 |
|
|
2023
Q1 | $610K | Buy |
9,858
+755
| +8% | +$46.7K | 0.1% | 228 |
|
|
2022
Q4 | $579K | Buy |
9,103
+142
| +2% | +$9.03K | 0.11% | 220 |
|
|
2022
Q3 | $502K | Buy |
8,961
+587
| +7% | +$32.9K | 0.11% | 231 |
|
|
2022
Q2 | $527K | Sell |
8,374
-394
| -4% | -$24.8K | 0.11% | 231 |
|
|
2022
Q1 | $545K | Sell |
8,768
-79,522
| -90% | -$4.94M | 0.1% | 235 |
|
|
2021
Q4 | $5.47M | Buy |
88,290
+75,180
| +573% | +$4.66M | 0.89% | 19 |
|
|
2021
Q3 | $739K | Hold |
13,110
| – | – | 0.13% | 185 |
|
|
2021
Q2 | $739K | Buy |
13,110
+1,500
| +13% | +$84.6K | 0.13% | 185 |
|
|
2021
Q1 | $612K | Buy |
11,610
+496
| +4% | +$26.1K | 0.12% | 208 |
|
|
2020
Q4 | $610K | Buy |
11,114
+5,086
| +84% | +$279K | 0.13% | 198 |
|
|
2020
Q3 | $298K | Sell |
6,028
-844
| -12% | -$41.7K | 0.08% | 259 |
|
|
2020
Q2 | $307K | Sell |
6,872
-17,499
| -72% | -$782K | 0.11% | 226 |
|
|
2020
Q1 | $1.3M | Sell |
24,371
-185,664
| -88% | -$9.88M | 0.06% | 127 |
|
|
2019
Q4 | $11.6M | Sell |
210,035
-12,891
| -6% | -$713K | 1.22% | 12 |
|
|
2019
Q3 | $12.1M | Buy |
222,926
+207,062
| +1,305% | +$11.3M | 1.36% | 9 |
|
|
2019
Q2 | $808K | Sell |
15,864
-64
| -0.4% | -$3.26K | 0.35% | 81 |
|
|
2019
Q1 | $746K | Buy |
15,928
+673
| +4% | +$31.5K | 0.37% | 79 |
|
|
2018
Q4 | $722K | Buy |
15,255
+310
| +2% | +$14.7K | 0.42% | 70 |
|
|
2018
Q3 | $690K | Sell |
14,945
-4,093
| -21% | -$189K | 0.37% | 71 |
|
|
2018
Q2 | $835K | Sell |
19,038
-45
| -0.2% | -$1.97K | 0.5% | 60 |
|
|
2018
Q1 | $829K | Buy |
19,083
+183
| +1% | +$7.95K | 0.76% | 29 |
|
|
2017
Q4 | $867K | Buy |
18,900
+97
| +0.5% | +$4.45K | 0.84% | 25 |
|
|
2017
Q3 | $846K | Buy |
+18,803
| New | +$846K | 0.89% | 27 |
|
|
2017
Q2 | – | Sell |
-5,734
| Closed | -$243K | – | 88 |
|
|
2017
Q1 | $243K | Hold |
5,734
| – | – | 0.37% | 75 |
|
|
2016
Q4 | $238K | Sell |
5,734
-1,648
| -22% | -$68.4K | 0.36% | 74 |
|
|
2016
Q3 | $312K | Buy |
7,382
+53
| +0.7% | +$2.24K | 0.38% | 60 |
|
|
2016
Q2 | $332K | Buy |
7,329
+51
| +0.7% | +$2.31K | 0.43% | 54 |
|
|
2016
Q1 | $338K | Sell |
7,278
-420
| -5% | -$19.5K | 0.49% | 45 |
|
|
2015
Q4 | $331K | Buy |
7,698
+93
| +1% | +$4K | 0.47% | 46 |
|
|
2015
Q3 | $305K | Buy |
7,605
+556
| +8% | +$22.3K | 0.41% | 60 |
|
|
2015
Q2 | $277K | Buy |
7,049
+1,328
| +23% | +$52.2K | 0.38% | 64 |
|
|
2015
Q1 | $232K | Sell |
5,721
-491
| -8% | -$19.9K | 0.34% | 72 |
|
|
2014
Q4 | $262K | Buy |
+6,212
| New | +$262K | 0.34% | 66 |
|