Sunflower Bank Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.43M | Buy |
109,935
+670
| +0.6% | +$33.1K | 1.82% | 10 |
|
|
2020
Q2 | $4.88M | Buy |
109,265
+1,180
| +1% | +$52.7K | 1.64% | 13 |
|
|
2020
Q1 | $4.78M | Hold |
108,085
| – | – | 1.82% | 10 |
|
|
2019
Q4 | $5.98M | Sell |
108,085
-755
| -0.7% | -$41.8K | 1.83% | 12 |
|
|
2019
Q3 | $5.92M | Buy |
108,840
+210
| +0.2% | +$11.4K | 1.89% | 11 |
|
|
2019
Q2 | $5.53M | Sell |
108,630
-1,075
| -1% | -$54.7K | 1.78% | 12 |
|
|
2019
Q1 | $5.14M | Sell |
109,705
-200
| -0.2% | -$9.37K | 1.55% | 14 |
|
|
2018
Q4 | $5.2M | Sell |
109,905
-1,975
| -2% | -$93.5K | 1.67% | 11 |
|
|
2018
Q3 | $5.17M | Hold |
111,880
| – | – | 1.46% | 14 |
|
|
2018
Q2 | $4.91M | Hold |
111,880
| – | – | 1.43% | 17 |
|
|
2018
Q1 | $4.86M | Sell |
111,880
-790
| -0.7% | -$34.3K | 1.34% | 16 |
|
|
2017
Q4 | $5.17M | Buy |
112,670
+5,750
| +5% | +$264K | 1.39% | 14 |
|
|
2017
Q3 | $4.81M | Hold |
106,920
| – | – | 1.74% | 10 |
|
|
2017
Q2 | $4.79M | Sell |
106,920
-3,228
| -3% | -$145K | 1.63% | 11 |
|
|
2017
Q1 | $4.67M | Buy |
110,148
+2,900
| +3% | +$123K | 1.59% | 13 |
|
|
2016
Q4 | $4.45M | Sell |
107,248
-200
| -0.2% | -$8.29K | 1.59% | 11 |
|
|
2016
Q3 | $4.55M | Sell |
107,448
-832
| -0.8% | -$35.2K | 1.66% | 11 |
|
|
2016
Q2 | $4.91M | Hold |
108,280
| – | – | 1.72% | 11 |
|
|
2016
Q1 | $5.02M | Sell |
108,280
-1,190
| -1% | -$55.2K | 1.79% | 12 |
|
|
2015
Q4 | $4.7M | Sell |
109,470
-160
| -0.1% | -$6.87K | 1.65% | 13 |
|
|
2015
Q3 | $4.4M | Sell |
109,630
-200
| -0.2% | -$8.02K | 1.6% | 13 |
|
|
2015
Q2 | $4.31M | Sell |
109,830
-282
| -0.3% | -$11.1K | 1.47% | 16 |
|
|
2015
Q1 | $4.46M | Sell |
110,112
-1,200
| -1% | -$48.6K | 1.47% | 14 |
|
|
2014
Q4 | $4.7M | Sell |
111,312
-300
| -0.3% | -$12.7K | 1.5% | 12 |
|
|
2014
Q3 | $4.76M | Sell |
111,612
-850
| -0.8% | -$36.3K | 1.62% | 12 |
|
|
2014
Q2 | $4.76M | Sell |
112,462
-280
| -0.2% | -$11.9K | 1.94% | 10 |
|
|
2014
Q1 | $4.36M | Hold |
112,742
| – | – | 2.11% | 10 |
|
|
2013
Q4 | $4.66M | Buy |
112,742
+2,400
| +2% | +$99.1K | 2.35% | 9 |
|
|
2013
Q3 | $4.18M | Buy |
110,342
+1,410
| +1% | +$53.4K | 2.27% | 8 |
|
|
2013
Q2 | $4.37M | Buy |
+108,932
| New | +$4.37M | 2.37% | 7 |
|