SYM Financial Corp’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 | $594K | Sell |
8,400
-48
| -0.6% | -$3.4K | 0.07% | 106 |
|
|
2025
Q1 | $605K | Sell |
8,448
-955
| -10% | -$68.4K | 0.07% | 85 |
|
|
2024
Q4 | $585K | Buy |
9,403
+1,545
| +20% | +$96.2K | 0.08% | 79 |
|
|
2024
Q3 | $565K | Buy |
7,858
+1,105
| +16% | +$79.4K | 0.08% | 65 |
|
|
2024
Q2 | $430K | Sell |
6,753
-79
| -1% | -$5.03K | 0.07% | 62 |
|
|
2024
Q1 | $418K | Buy |
6,832
+139
| +2% | +$8.5K | 0.07% | 50 |
|
|
2023
Q4 | $394K | Buy |
6,693
+417
| +7% | +$24.6K | 0.06% | 58 |
|
|
2023
Q3 | $351K | Buy |
+6,276
| New | +$351K | 0.06% | 62 |
|
|
2020
Q2 | – | Sell |
-8,175
| Closed | -$362K | – | 68 |
|
|
2020
Q1 | $362K | Buy |
8,175
+50
| +0.6% | +$2.21K | 0.36% | 17 |
|
|
2019
Q4 | $450K | Sell |
8,125
-500
| -6% | -$27.7K | 0.3% | 17 |
|
|
2019
Q3 | $470K | Buy |
+8,625
| New | +$470K | 0.31% | 16 |
|