Lokken Investment Group LLC Capitol Ser Tr Fairlead Tactic Transaction History

Lokken Investment Group LLC

  • $232 Million
  • Q2 2025

A detailed history of Lokken Investment Group LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Lokken Investment Group LLC holds 11,120 shares of TACK stock, worth $329,263. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,120
Previous 16,311 31.83%
Holding current value
$329,263
Previous $443,000 29.35%
% of portfolio
0.13%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$24.72 - $28.27 $128,321 - $146,749
-5,191 Reduced 31.83%
11,120 $313,000
Q1 2025

May 01, 2025
SELL
$26.56 - $28.74 $776,109 - $839,811
-29,221 Reduced 64.18%
16,311 $443,000
Q4 2024

Feb 12, 2025
SELL
$27.35 - $29.08 $425,128 - $452,019
-15,544 Reduced 25.45%
45,532 $1.25 Million
Q3 2024

Nov 12, 2024
BUY
$25.61 - $28.13 $17,978 - $19,747
702 Added 1.16%
61,076 $1.72 Million
Q2 2024

Aug 09, 2024
BUY
$24.89 - $26.3 $110,934 - $117,219
4,457 Added 7.97%
60,374 $1.57 Million
Q1 2024

May 14, 2024
SELL
$24.33 - $26.44 $182,937 - $198,802
-7,519 Reduced 11.85%
55,917 $1.48 Million
Q4 2023

Feb 13, 2024
BUY
$22.25 - $24.92 $159,799 - $178,975
7,182 Added 12.77%
63,436 $1.57 Million
Q3 2023

Nov 13, 2023
SELL
$22.57 - $24.24 $1.43 Million - $1.54 Million
-63,473 Reduced 53.01%
56,254 $1.27 Million
Q2 2023

Aug 09, 2023
BUY
$23.57 - $24.8 $440,971 - $463,983
18,709 Added 18.52%
119,727 $2.85 Million
Q1 2023

May 08, 2023
BUY
$23.3 - $24.48 $2.35 Million - $2.47 Million
101,018 New
101,018 $2.45 Million

Others Institutions Holding TACK

# of Institutions
38
Shares Held
9.51M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITOL SER TR FAIRLEAD TACTIC

TACK Quotes by TradingView
  • Ticker TACK
  • Sector ETFs
  • Industry ETFs
More about TACK
Track This Portfolio

Track Lokken Investment Group LLC Portfolio

Follow Lokken Investment Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lokken Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lokken Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email