Lokken Investment Group LLC Financial Sector Spdr Transaction History

Lokken Investment Group LLC

  • $226 Million
  • Q3 2024

A detailed history of Lokken Investment Group LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Lokken Investment Group LLC holds 5,484 shares of XLF stock, worth $265,919. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,484
Previous 6,032 9.08%
Holding current value
$265,919
Previous $247,000 0.4%
% of portfolio
0.11%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$40.84 - $45.74 $22,380 - $25,065
-548 Reduced 9.08%
5,484 $248,000
Q2 2024

Aug 09, 2024
BUY
$39.59 - $42.49 $39 - $42
1 Added 0.02%
6,032 $247,000
Q1 2024

May 14, 2024
BUY
$37.27 - $42.12 $37 - $42
1 Added 0.02%
6,031 $254,000
Q4 2023

Feb 13, 2024
BUY
$31.45 - $37.72 $189,643 - $227,451
6,030 New
6,030 $226,000
Q2 2023

Aug 09, 2023
BUY
$31.55 - $33.71 $190,151 - $203,170
6,027 New
6,027 $203,000
Q4 2022

Feb 13, 2023
BUY
$30.29 - $36.31 $183,951 - $220,510
6,073 New
6,073 $207,000
Q2 2022

Aug 08, 2022
SELL
$30.84 - $38.22 $203,944 - $252,748
-6,613 Closed
0 $0
Q1 2022

May 11, 2022
BUY
$35.66 - $41.42 $14,370 - $16,692
403 Added 6.49%
6,613 $228,000
Q4 2021

Feb 07, 2022
BUY
$37.54 - $40.62 $75 - $81
2 Added 0.03%
6,210 $243,000
Q3 2021

Nov 05, 2021
BUY
$35.11 - $39.0 $35 - $39
1 Added 0.02%
6,208 $233,000
Q2 2021

Aug 03, 2021
BUY
$34.47 - $38.47 $213,955 - $238,783
6,207 New
6,207 $228,000

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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