Lokken Investment Group’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
1,052
+71
| +7% | +$15.7K | 0.09% | 119 |
|
|
2025
Q1 | $214K | Sell |
981
-173
| -15% | -$37.7K | 0.09% | 123 |
|
|
2024
Q4 | $212K | Sell |
1,154
-125
| -10% | -$22.9K | 0.09% | 129 |
|
|
2024
Q3 | $297K | Buy |
1,279
+5
| +0.4% | +$1.16K | 0.12% | 112 |
|
|
2024
Q2 | $248K | Buy |
1,274
+9
| +0.7% | +$1.75K | 0.12% | 121 |
|
|
2024
Q1 | $250K | Sell |
1,265
-69
| -5% | -$13.6K | 0.12% | 119 |
|
|
2023
Q4 | $288K | Sell |
1,334
-2,307
| -63% | -$498K | 0.16% | 101 |
|
|
2023
Q3 | $599K | Buy |
3,641
+18
| +0.5% | +$2.96K | 0.39% | 60 |
|
|
2023
Q2 | $703K | Buy |
3,623
+603
| +20% | +$117K | 0.46% | 54 |
|
|
2023
Q1 | $617K | Buy |
3,020
+215
| +8% | +$43.9K | 0.47% | 52 |
|
|
2022
Q4 | $594K | Buy |
2,805
+268
| +11% | +$56.8K | 0.47% | 50 |
|
|
2022
Q3 | $545K | Buy |
2,537
+134
| +6% | +$28.8K | 0.47% | 48 |
|
|
2022
Q2 | $614K | Buy |
2,403
+109
| +5% | +$27.9K | 0.5% | 44 |
|
|
2022
Q1 | $553K | Buy |
2,294
+380
| +20% | +$91.6K | 0.44% | 49 |
|
|
2021
Q4 | $560K | Buy |
1,914
+58
| +3% | +$17K | 0.4% | 52 |
|
|
2021
Q3 | $493K | Sell |
1,856
-18
| -1% | -$4.78K | 0.39% | 52 |
|
|
2021
Q2 | $506K | Buy |
1,874
+146
| +8% | +$39.4K | 0.41% | 55 |
|
|
2021
Q1 | $413K | Buy |
1,728
+19
| +1% | +$4.54K | 0.36% | 64 |
|
|
2020
Q4 | $384K | Buy |
+1,709
| New | +$384K | 0.35% | 58 |
|