Syverson Strege & Co’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 | $326K | Buy |
+4,612
| New | +$326K | 0.08% | 110 |
|
|
2023
Q2 | – | Sell |
-697
| Closed | -$43.3K | – | 365 |
|
|
2023
Q1 | $43.3K | Hold |
697
| – | – | 0.02% | 132 |
|
|
2022
Q4 | $44.4K | Hold |
697
| – | – | 0.02% | 132 |
|
|
2022
Q3 | $39K | Hold |
697
| – | – | 0.02% | 129 |
|
|
2022
Q2 | $44K | Hold |
697
| – | – | 0.02% | 138 |
|
|
2022
Q1 | $43K | Hold |
697
| – | – | 0.05% | 133 |
|
|
2021
Q4 | $41K | Hold |
697
| – | – | 0.03% | 145 |
|
|
2021
Q3 | $37K | Hold |
697
| – | – | 0.03% | 156 |
|
|
2021
Q2 | $38K | Hold |
697
| – | – | 0.03% | 148 |
|
|
2021
Q1 | $37K | Hold |
697
| – | – | 0.04% | 136 |
|
|
2020
Q4 | $38K | Buy |
+697
| New | +$38K | 0.04% | 126 |
|