Lokken Investment Group’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,052	Closed	-$233K	–	149
2025 Q2	$233K	Buy	1,052 +71	+7%	+$15.3K	0.09%	119
2025 Q1	$214K	Sell	981 -173	-15%	-$33.9K	0.09%	123
2024 Q4	$212K	Sell	1,154 -125	-10%	-$25.9K	0.09%	129
2024 Q3	$297K	Buy	1,279 +5	+0.4%	+$1.11K	0.12%	112
2024 Q2	$248K	Buy	1,274 +9	+0.7%	+$1.68K	0.12%	121
2024 Q1	$250K	Sell	1,265 -69	-5%	-$13.7K	0.12%	119
2023 Q4	$288K	Sell	1,334 -2,307	-63%	-$436K	0.16%	101
2023 Q3	$599K	Buy	3,641 +18	+0.5%	+$3.29K	0.39%	60
2023 Q2	$703K	Buy	3,623 +603	+20%	+$118K	0.46%	54
2023 Q1	$617K	Buy	3,020 +215	+8%	+$45.1K	0.47%	52
2022 Q4	$594K	Buy	2,805 +268	+11%	+$55.8K	0.47%	50
2022 Q3	$545K	Buy	2,537 +134	+6%	+$34.4K	0.47%	48
2022 Q2	$614K	Buy	2,403 +109	+5%	+$27.4K	0.5%	44
2022 Q1	$553K	Buy	2,294 +380	+20%	+$92.7K	0.44%	49
2021 Q4	$560K	Buy	1,914 +58	+3%	+$15.8K	0.4%	52
2021 Q3	$493K	Sell	1,856 -18	-1%	-$5.13K	0.39%	52
2021 Q2	$506K	Buy	1,874 +146	+8%	+$37.2K	0.41%	55
2021 Q1	$413K	Buy	1,728 +19	+1%	+$4.23K	0.36%	64
2020 Q4	$384K	Buy	+1,709	New	+$397K	0.35%	58