Lokken Investment Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Buy |
4,090
+40
| +1% | +$8.78K | 0.35% | 66 |
|
|
2025
Q1 | $771K | Buy |
4,050
+184
| +5% | +$35K | 0.32% | 67 |
|
|
2024
Q4 | $848K | Buy |
3,866
+56
| +1% | +$12.3K | 0.37% | 67 |
|
|
2024
Q3 | $710K | Sell |
3,810
-158
| -4% | -$29.4K | 0.3% | 75 |
|
|
2024
Q2 | $767K | Buy |
3,968
+452
| +13% | +$87.3K | 0.36% | 72 |
|
|
2024
Q1 | $634K | Buy |
3,516
+837
| +31% | +$151K | 0.32% | 76 |
|
|
2023
Q4 | $407K | Sell |
2,679
-160
| -6% | -$24.3K | 0.23% | 85 |
|
|
2023
Q3 | $361K | Buy |
2,839
+190
| +7% | +$24.2K | 0.24% | 87 |
|
|
2023
Q2 | $345K | Sell |
2,649
-365
| -12% | -$47.6K | 0.23% | 93 |
|
|
2023
Q1 | $311K | Buy |
3,014
+49
| +2% | +$5.06K | 0.24% | 95 |
|
|
2022
Q4 | $249K | Hold |
2,965
| – | – | 0.2% | 99 |
|
|
2022
Q3 | $335K | Buy |
2,965
+30
| +1% | +$3.39K | 0.29% | 76 |
|
|
2022
Q2 | $312K | Buy |
2,935
+75
| +3% | +$7.97K | 0.25% | 87 |
|
|
2022
Q1 | $355K | Sell |
2,860
-60
| -2% | -$7.45K | 0.28% | 83 |
|
|
2021
Q4 | $487K | Sell |
2,920
-140
| -5% | -$23.3K | 0.35% | 60 |
|
|
2021
Q3 | $503K | Buy |
3,060
+220
| +8% | +$36.2K | 0.4% | 51 |
|
|
2021
Q2 | $489K | Hold |
2,840
| – | – | 0.4% | 57 |
|
|
2021
Q1 | $439K | Sell |
2,840
-200
| -7% | -$30.9K | 0.39% | 57 |
|
|
2020
Q4 | $495K | Buy |
+3,040
| New | +$495K | 0.45% | 50 |
|