Lokken Investment Group LLC Closed Holding Positions

Lokken Investment Group LLC

  • $226 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q2 2022 Filed on Aug 08, 2022
89,626
$41.69 - $44.58 $3.74M - $4M
HRL
Hormel Foods Corp

Consumer Defensive
Q2 2022 Filed on Aug 08, 2022
4,150
$44.69 - $54.81 $185K - $227K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q2 2022 Filed on Aug 08, 2022
5,691
$63.97 - $82.17 $364K - $468K
TD
Toronto Dominion Bank

Financial Services
Q2 2022 Filed on Aug 08, 2022
2,842
$64.69 - $80.48 $184K - $229K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q2 2022 Filed on Aug 08, 2022
29,281
$20.54 - $23.36 $601K - $684K
VCR
Vanguard Consumer Discretionar

ETFs
Q2 2022 Filed on Aug 08, 2022
5,853
$222.74 - $312.09 $1.3M - $1.83M
VFC
V F Corp

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
4,730
$44.17 - $57.68 $209K - $273K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
Q2 2022 Filed on Aug 08, 2022
5,035
$63.81 - $76.73 $321K - $386K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q2 2022 Filed on Aug 08, 2022
41,823
$38.28 - $53.92 $1.6M - $2.26M
FHI
Federated Hermes, Inc.

Financial Services
Q2 2022 Filed on Aug 08, 2022
11,440
$28.38 - $34.91 $325K - $399K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q1 2022 Filed on May 11, 2022
13,015
$24.73 - $27.06 $322K - $352K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
Q1 2022 Filed on May 11, 2022
5,523
$49.9 - $54.04 $276K - $298K
FL
Foot Locker, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
7,596
$28.03 - $46.47 $213K - $353K
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2022 Filed on May 11, 2022
4,968
$44.13 - $51.72 $219K - $257K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2022 Filed on May 11, 2022
37,822
$78.72 - $84.18 $2.98M - $3.18M
Peoples United Financial Inc
Q1 2022 Filed on May 11, 2022
21,103
N/A
BLCN
Siren ETF Tr
Q1 2022 Filed on May 11, 2022
29,441
N/A
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
10,790
$15.2 - $16.65 $164K - $180K
PII
Polaris Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
2,049
$103.73 - $126.73 $213K - $260K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2022 Filed on May 11, 2022
13,811
$119.6 - $152.37 $1.65M - $2.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on May 11, 2022
1,707
$118.44 - $131.22 $202K - $224K
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2022 Filed on May 11, 2022
1,407
$117.53 - $144.59 $165K - $203K
CTSH
Cognizant Technology Solutions Corp

Technology
Q1 2022 Filed on May 11, 2022
2,529
$81.79 - $93.12 $207K - $236K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 07, 2022
12,073
N/A
HNNA
Hennessy Advisors Inc

Financial Services
Q4 2021 Filed on Feb 07, 2022
12,336
$9.93 - $11.57 $122K - $143K
SJM
J M Smucker CO

Consumer Defensive
Q4 2021 Filed on Feb 07, 2022
2,925
$119.69 - $138.91 $350K - $406K
OCSL
Oaktree Specialty Lending Corp

Financial Services
Q4 2021 Filed on Feb 07, 2022
20,531
$7.09 - $7.54 $146K - $155K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Feb 07, 2022
12,058
$21.37 - $21.54 $258K - $260K
EMR
Emerson Electric CO

Industrials
Q4 2021 Filed on Feb 07, 2022
6,591
$86.79 - $100.15 $572K - $660K
Entercom Communications Corp
Q2 2021 Filed on Aug 03, 2021
208,449
N/A
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q1 2021 Filed on Jun 10, 2021
25,000
$9.82 - $17.86 $246K - $447K
M
Macy'S, Inc.

Consumer Cyclical
Q1 2021 Filed on Jun 10, 2021
11,663
$11.22 - $20.76 $131K - $242K
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