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Lockerman Financial Group’s WEC Energy WEC Stock Holding History

Lockerman Financial Group’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$232K Sell
2,231
-3
-0.1% -$313 0.31% 112
2025
Q1 		$243K Sell
2,234
-6
-0.3% -$654 0.37% 96
2024
Q4 		$211K Sell
2,240
-8
-0.4% -$752 0.36% 99
2024
Q3 		$216K Buy
+2,248
New +$216K 0.37% 100