Lokken Investment Group LLC Purchases and Sells in Q2 2024

Lokken Investment Group LLC

$205 Million
Q2 2024

Top Buys

Incresed Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	1.92K + 5.06%	$322.46 - $377.11 $618K - $723K	39.8K $14.9M
AAPL	563 + 1.55%	$165.0 - $216.67 $92.9K - $122K	36.9K $7.77M
VTV	6.83K + 6.55%	$154.57 - $163.65 $1.06M - $1.12M	111K $17.8M
GLD	1.56K + 4.63%	$207.82 - $224.56 $324K - $350K	35.2K $7.56M
FBND	15.1K + 14.8%	$44.06 - $45.49 $665K - $687K	117K $5.26M
MSFT	547 + 4.31%	$389.33 - $452.85 $213K - $248K	13.2K $5.91M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	94.7K New	$50.22 - $50.48 $4.75M - $4.78M	94.7K $4.78M
ABT	8.82K New	$100.73 - $112.44 $888K - $991K	8.82K $915K
FRT	8.85K New	$96.43 - $104.91 $853K - $928K	8.85K $893K
STRL	5.18K New	$96.56 - $135.55 $501K - $703K	5.18K $613K
NVO	2.29K New	$122.71 - $146.91 $281K - $337K	2.29K $327K
IVW	3.42K New	$79.31 - $93.31 $271K - $319K	3.42K $316K

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-1.41K - 37.38%	$439.2 - $524.63 $621K - $741K	2.37K $1.21M
JNJ	-2.04K - 12.47%	$144.38 - $157.78 $294K - $322K	14.3K $2.09M
MUB	-2K - 29.08%	$105.37 - $107.16 $211K - $214K	4.87K $519K
ETD	-4.8K - 39.25%	$26.87 - $34.05 $129K - $163K	7.43K $207K
THO	-1K - 26.35%	$88.93 - $116.19 $88.9K - $116K	2.8K $261K
ANGL	-5.5K - 16.2%	$28.14 - $28.86 $155K - $159K	28.5K $805K

Activity Summary All Purchases 100 New Holdings 16 Increased Positions 84 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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