A detailed history of Lokken Investment Group LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lokken Investment Group LLC holds 11,193 shares of XLU stock, worth $887,045. This represents 0.4% of its overall portfolio holdings.

Number of Shares
11,193
Previous 12,384 9.62%
Holding current value
$887,045
Previous $1 Million 15.3%
% of portfolio
0.4%
Previous 0.44%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

SELL
$74.89 - $82.93 $89,193 - $98,769
-1,191 Reduced 9.62%
11,193 $847,000
Q3 2024

Nov 12, 2024

BUY
$67.67 - $80.78 $18,135 - $21,649
268 Added 2.21%
12,384 $1 Million
Q2 2024

Aug 09, 2024

BUY
$62.77 - $72.87 $63,774 - $74,035
1,016 Added 9.15%
12,116 $825,000
Q1 2024

May 14, 2024

BUY
$59.95 - $65.65 $5,875 - $6,433
98 Added 0.89%
11,100 $728,000
Q4 2023

Feb 13, 2024

SELL
$56.19 - $65.96 $19,722 - $23,151
-351 Reduced 3.09%
11,002 $696,000
Q3 2023

Nov 13, 2023

BUY
$58.83 - $68.46 $121,660 - $141,575
2,068 Added 22.27%
11,353 $669,000
Q2 2023

Aug 09, 2023

BUY
$64.34 - $69.97 $68,136 - $74,098
1,059 Added 12.87%
9,285 $607,000
Q1 2023

May 08, 2023

SELL
$63.7 - $72.08 $806,250 - $912,316
-12,657 Reduced 60.61%
8,226 $556,000
Q4 2022

Feb 13, 2023

BUY
$61.52 - $72.67 $54,137 - $63,949
880 Added 4.4%
20,883 $1.47 Million
Q3 2022

Nov 14, 2022

BUY
$65.51 - $78.12 $46,053 - $54,918
703 Added 3.64%
20,003 $1.31 Million
Q2 2022

Aug 08, 2022

BUY
$64.87 - $76.96 $1.25 Million - $1.49 Million
19,300 New
19,300 $1.35 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Lokken Investment Group LLC Portfolio

Follow Lokken Investment Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lokken Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lokken Investment Group LLC with notifications on news.