Trust Point Inc’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,960
| Closed | -$265K | – | 429 |
|
|
2025
Q1 | $265K | Sell |
1,960
-310
| -14% | -$41.9K | 0.02% | 373 |
|
|
2024
Q4 | $286K | Sell |
2,270
-100
| -4% | -$12.6K | 0.02% | 445 |
|
|
2024
Q3 | $312K | Sell |
2,370
-250
| -10% | -$32.9K | 0.02% | 386 |
|
|
2024
Q2 | $284K | Sell |
2,620
-5,140
| -66% | -$558K | 0.02% | 388 |
|
|
2024
Q1 | $657K | Sell |
7,760
-2,180
| -22% | -$185K | 0.05% | 232 |
|
|
2023
Q4 | $923K | Buy |
+9,940
| New | +$923K | 0.08% | 147 |
|