Symphony Financial’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 | $1.72M | Buy |
+23,944
| New | +$1.72M | 0.23% | 90 |
|
|
2025
Q1 | – | Sell |
-23,240
| Closed | -$1.45M | – | 159 |
|
|
2024
Q4 | $1.45M | Sell |
23,240
-381
| -2% | -$23.8K | 0.23% | 85 |
|
|
2024
Q3 | $1.7M | Sell |
23,621
-69
| -0.3% | -$4.95K | 0.28% | 77 |
|
|
2024
Q2 | $1.51M | Buy |
23,690
+164
| +0.7% | +$10.5K | 0.28% | 74 |
|
|
2024
Q1 | $1.44M | Sell |
23,526
-372
| -2% | -$22.8K | 0.34% | 72 |
|
|
2023
Q4 | $1.43M | Buy |
23,898
+1,369
| +6% | +$82.1K | 0.31% | 73 |
|
|
2023
Q3 | $1.25M | Sell |
22,529
-1,601
| -7% | -$88.8K | 0.31% | 60 |
|
|
2023
Q2 | $1.45M | Sell |
24,130
-4,866
| -17% | -$292K | 0.36% | 61 |
|
|
2023
Q1 | $1.79M | Sell |
28,996
-995
| -3% | -$61.5K | 0.46% | 51 |
|
|
2022
Q4 | $1.89M | Buy |
29,991
+8,432
| +39% | +$531K | 0.5% | 47 |
|
|
2022
Q3 | $1.22M | Buy |
21,559
+1,165
| +6% | +$65.9K | 0.4% | 59 |
|
|
2022
Q2 | $1.28M | Buy |
20,394
+1,258
| +7% | +$78.9K | 0.38% | 57 |
|
|
2022
Q1 | $1.21M | Buy |
19,136
+5,808
| +44% | +$368K | 0.29% | 70 |
|
|
2021
Q4 | $791K | Buy |
13,328
+2,655
| +25% | +$158K | 0.22% | 82 |
|
|
2021
Q3 | $565K | Sell |
10,673
-1,980
| -16% | -$105K | 0.2% | 87 |
|
|
2021
Q2 | $683K | Sell |
12,653
-3,956
| -24% | -$214K | 0.23% | 73 |
|
|
2021
Q1 | $883K | Buy |
16,609
+3,153
| +23% | +$168K | 0.23% | 71 |
|
|
2020
Q4 | $710K | Sell |
13,456
-1,654
| -11% | -$87.3K | 0.25% | 67 |
|
|
2020
Q3 | $746K | Sell |
15,110
-35,283
| -70% | -$1.74M | 0.3% | 51 |
|
|
2020
Q2 | $2.25M | Buy |
50,393
+13,382
| +36% | +$598K | 1.09% | 22 |
|
|
2020
Q1 | $1.67M | Buy |
+37,011
| New | +$1.67M | 1.15% | 21 |
|