Lokken Investment Group LLC Purchases and Sells in Q1 2025

Lokken Investment Group LLC

$216 Million
Q1 2025

Top Buys

Incresed Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	8.09K + 8.08%	$167.73 - $179.21 $1.36M - $1.45M	108K $18.7M
QDPL	45.7K + 344.9%	$36.5 - $40.04 $1.67M - $1.83M	58.9K $2.15M
GLD	167 + 0.48%	$243.19 - $288.14 $40.6K - $48.1K	34.9K $10M
LLY	1.51K + 36.78%	$725.72 - $929.72 $1.1M - $1.4M	5.62K $4.64M
MGMT	50K + 31.74%	$37.73 - $43.15 $1.89M - $2.16M	207K $8.01M
XOM	9.38K + 67.87%	$105.44 - $118.93 $989K - $1.11M	23.2K $2.76M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	19.5K New	$91.17 - $95.39 $1.78M - $1.86M	19.5K $1.86M
XLE	11.5K New	$85.7 - $93.96 $982K - $1.08M	11.5K $1.07M
BOND	7.13K New	$89.27 - $92.9 $636K - $662K	7.13K $658K
CWI	11.9K New	$27.47 - $30.62 $326K - $363K	11.9K $350K
CPRX	14.3K New	$19.53 - $25.74 $279K - $368K	14.3K $346K
DD	3.75K New	$72.7 - $84.32 $273K - $316K	3.75K $280K

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLSR	-30.4K - 62.7%	$49.85 - $56.22 $1.51M - $1.71M	18.1K $917K
AAPL	-245 - 0.68%	$209.68 - $247.1 $51.4K - $60.5K	35.7K $7.94M
MSFT	-547 - 4.1%	$375.39 - $447.2 $205K - $245K	12.8K $4.81M
TACK	-29.2K - 64.18%	$26.56 - $28.74 $776K - $840K	16.3K $443K
QQQ	-1.21K - 25.73%	$468.34 - $539.52 $565K - $651K	3.48K $1.63M
JNJ	-6.26K - 41.21%	$142.06 - $167.7 $890K - $1.05M	8.94K $1.48M

Activity Summary All Purchases 81 New Holdings 10 Increased Positions 71 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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