Tradition Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-230
| Closed | -$22K | – | 536 |
|
|
2023
Q4 | $22K | Hold |
230
| – | – | ﹤0.01% | 815 |
|
|
2023
Q3 | $15K | Hold |
230
| – | – | ﹤0.01% | 918 |
|
|
2023
Q2 | $15K | Hold |
230
| – | – | ﹤0.01% | 937 |
|
|
2023
Q1 | $12K | Hold |
230
| – | – | ﹤0.01% | 956 |
|
|
2022
Q4 | $12K | Hold |
230
| – | – | ﹤0.01% | 860 |
|
|
2022
Q3 | $10K | Hold |
230
| – | – | ﹤0.01% | 926 |
|
|
2022
Q2 | $13K | Hold |
230
| – | – | ﹤0.01% | 754 |
|
|
2022
Q1 | $11K | Hold |
230
| – | – | ﹤0.01% | 870 |
|
|
2021
Q4 | $14K | Hold |
230
| – | – | ﹤0.01% | 814 |
|
|
2021
Q3 | $9K | Hold |
230
| – | – | ﹤0.01% | 925 |
|
|
2021
Q2 | $9K | Buy |
+230
| New | +$9K | ﹤0.01% | 961 |
|
|
2021
Q1 | – | Sell |
-230
| Closed | -$6K | – | 837 |
|
|
2020
Q4 | $6K | Buy |
+230
| New | +$6K | ﹤0.01% | 824 |
|