LIG
Lokken Investment Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.25M | Sell |
35,315
-433
| -1% | -$88.8K | 2.79% | 9 |
|
|
2025
Q1 | $7.94M | Sell |
35,748
-245
| -0.7% | -$54.4K | 3.35% | 6 |
|
|
2024
Q4 | $9.01M | Sell |
35,993
-867
| -2% | -$217K | 3.89% | 3 |
|
|
2024
Q3 | $8.59M | Sell |
36,860
-21
| -0.1% | -$4.89K | 3.58% | 5 |
|
|
2024
Q2 | $7.77M | Buy |
36,881
+563
| +2% | +$119K | 3.65% | 4 |
|
|
2024
Q1 | $6.23M | Buy |
36,318
+3,576
| +11% | +$613K | 3.1% | 5 |
|
|
2023
Q4 | $6.3M | Buy |
32,742
+149
| +0.5% | +$28.7K | 3.57% | 4 |
|
|
2023
Q3 | $5.58M | Sell |
32,593
-544
| -2% | -$93.1K | 3.66% | 5 |
|
|
2023
Q2 | $6.43M | Sell |
33,137
-219
| -0.7% | -$42.5K | 4.19% | 4 |
|
|
2023
Q1 | $5.5M | Sell |
33,356
-93
| -0.3% | -$15.3K | 4.18% | 4 |
|
|
2022
Q4 | $4.35M | Sell |
33,449
-570
| -2% | -$74.1K | 3.43% | 5 |
|
|
2022
Q3 | $4.7M | Sell |
34,019
-34,083
| -50% | -$4.71M | 4.05% | 4 |
|
|
2022
Q2 | $9.31M | Buy |
68,102
+33,863
| +99% | +$4.63M | 7.55% | 1 |
|
|
2022
Q1 | $5.4M | Sell |
34,239
-1,551
| -4% | -$245K | 4.28% | 3 |
|
|
2021
Q4 | $6.36M | Sell |
35,790
-5
| -0% | -$888 | 4.53% | 3 |
|
|
2021
Q3 | $5.07M | Sell |
35,795
-60
| -0.2% | -$8.49K | 4.02% | 5 |
|
|
2021
Q2 | $4.91M | Sell |
35,855
-356
| -1% | -$48.8K | 3.99% | 5 |
|
|
2021
Q1 | $4.42M | Sell |
36,211
-2,878
| -7% | -$352K | 3.9% | 5 |
|
|
2020
Q4 | $5.19M | Buy |
+39,089
| New | +$5.19M | 4.74% | 5 |
|