Lokken Investment Group LLC Purchases and Sells in Q3 2024

Lokken Investment Group LLC

$226 Million
Q3 2024

Top Buys

Incresed Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	3.53K + 3.18%	$159.75 - $174.57 $564K - $617K	115K $20M
GLD	667 + 1.9%	$215.56 - $246.98 $144K - $165K	35.8K $8.71M
VB	1.02K + 2.47%	$214.77 - $237.72 $218K - $241K	42.2K $10M
VUG	1.28K + 3.22%	$341.08 - $391.94 $437K - $502K	41.1K $15.8M
VO	891 + 3.94%	$237.84 - $263.83 $212K - $235K	23.5K $6.2M
MGMT	7.28K + 5.11%	$34.88 - $39.23 $254K - $285K	150K $5.77M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FPE	316K New	$17.35 - $18.22 $5.48M - $5.75M	316K $5.71M
CLOI	43.5K New	$52.65 - $53.04 $2.29M - $2.31M	43.5K $2.31M
TM	5.42K New	$167.18 - $207.59 $905K - $1.12M	5.42K $967K
MTB	1.24K New	$146.49 - $179.85 $181K - $222K	1.24K $220K
GWW	209 New	$896.19 - $1044.18 $187K - $218K	209 $217K
MMM	1.6K New	$99.69 - $139.42 $159K - $222K	1.6K $217K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTSL	-120K - 95.47%	$45.51 - $46.26 $5.45M - $5.54M	5.69K $260K
CMCSA	-21.8K - 80.02%	$37.33 - $41.78 $815K - $912K	5.45K $227K
IVV	-301 - 19.72%	$520.18 - $576.82 $157K - $174K	1.23K $706K
LLY	-30 - 0.71%	$772.14 - $960.02 $23.2K - $28.8K	4.17K $3.69M
INTC	-725 - 6.06%	$18.9 - $34.87 $13.7K - $25.3K	11.2K $263K
MPC	-148 - 2.68%	$158.61 - $180.75 $23.5K - $26.8K	5.37K $874K

Activity Summary All Purchases 91 New Holdings 11 Increased Positions 80 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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