Lokken Investment Group LLC Financial Sector Spdr Transaction History

Lokken Investment Group LLC

  • $193 Million
  • Q1 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 6,031 shares of XLF stock, worth $247,934. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,031
Previous 6,030 0.02%
Holding current value
$247,934
Previous $226,000 12.39%
% of portfolio
0.13%
Previous 0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$33.4 - $36.31 $202,838 - $220,510
6,073 New
6,073 $207,000
Q2 2022

Aug 08, 2022
SELL
N/A
-6,613 Closed
0 $0
Q1 2022

May 11, 2022
BUY
N/A
403 Added 6.49%
6,613 $228,000
Q4 2021

Feb 07, 2022
BUY
N/A
2 Added 0.03%
6,210 $243,000
Q3 2021

Nov 05, 2021
BUY
N/A
1 Added 0.02%
6,208 $233,000
Q2 2021

Aug 03, 2021
BUY
N/A
6,207 New
6,207 $228,000

Others Institutions Holding XLF

# of Institutions
1,721
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

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