Lokken Investment Group LLC Purchases and Sells in Q2 2025

Lokken Investment Group LLC

$232 Million
Q2 2025

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	310 + 2.42%	$354.56 - $497.45 $110K - $154K	13.1K $6.52M
AVGO	242 + 2.41%	$146.29 - $275.65 $35.4K - $66.7K	10.3K $2.83M
FBND	20.1K + 12.14%	$44.68 - $45.96 $900K - $925K	186K $8.51M
AIRR	2.18K + 4.18%	$61.92 - $81.5 $135K - $177K	54.3K $4.42M
MGMT	14.2K + 6.83%	$33.53 - $39.61 $475K - $561K	222K $8.75M
VB	640 + 1.78%	$193.73 - $237.37 $124K - $152K	36.5K $8.65M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOVT	25.2K New	$22.54 - $23.17 $569K - $585K	25.2K $579K
VTHR	1.91K New	$218.71 - $272.75 $417K - $520K	1.91K $519K
PLTR	2.84K New	$74.01 - $144.25 $210K - $409K	2.84K $386K
AMD	1.79K New	$78.21 - $143.81 $140K - $258K	1.79K $254K
RCL	711 New	$177.93 - $313.14 $127K - $223K	711 $222K
XLK	872 New	$179.73 - $253.23 $157K - $221K	872 $220K

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWV	-3.16K - 48.71%	$281.67 - $351.0 $891K - $1.11M	3.33K $1.17M
XLF	-14.3K - 69.74%	$43.92 - $52.37 $628K - $749K	6.2K $324K
AAPL	-433 - 1.21%	$172.42 - $223.89 $74.7K - $96.9K	35.3K $7.25M
MINO	-11.2K - 22.32%	$43.42 - $45.15 $488K - $508K	39.2K $1.73M
LLY	-197 - 3.51%	$713.71 - $898.95 $141K - $177K	5.42K $4.22M
FPE	-20.2K - 5.83%	$16.93 - $17.81 $343K - $361K	327K $5.82M

Activity Summary All Purchases 80 New Holdings 13 Increased Positions 67 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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