Lokken Investment Group’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-821
| Closed | -$238K | – | 136 |
|
|
2024
Q4 | $238K | Sell |
821
-233
| -22% | -$67.5K | 0.1% | 118 |
|
|
2024
Q3 | $314K | Sell |
1,054
-19
| -2% | -$5.66K | 0.13% | 109 |
|
|
2024
Q2 | $277K | Buy |
1,073
+25
| +2% | +$6.45K | 0.13% | 114 |
|
|
2024
Q1 | $254K | Sell |
1,048
-16
| -2% | -$3.88K | 0.13% | 118 |
|
|
2023
Q4 | $291K | Buy |
1,064
+223
| +27% | +$61.1K | 0.16% | 99 |
|
|
2023
Q3 | $238K | Sell |
841
-213
| -20% | -$60.4K | 0.16% | 110 |
|
|
2023
Q2 | $316K | Sell |
1,054
-1,597
| -60% | -$478K | 0.21% | 102 |
|
|
2023
Q1 | $761K | Buy |
2,651
+136
| +5% | +$39.1K | 0.58% | 41 |
|
|
2022
Q4 | $775K | Buy |
2,515
+10
| +0.4% | +$3.08K | 0.61% | 38 |
|
|
2022
Q3 | $583K | Buy |
2,505
+11
| +0.4% | +$2.56K | 0.5% | 46 |
|
|
2022
Q2 | $599K | Buy |
2,494
+249
| +11% | +$59.8K | 0.49% | 46 |
|
|
2022
Q1 | $525K | Sell |
2,245
-9
| -0.4% | -$2.11K | 0.42% | 54 |
|
|
2021
Q4 | $686K | Buy |
2,254
+5
| +0.2% | +$1.52K | 0.49% | 42 |
|
|
2021
Q3 | $576K | Sell |
2,249
-88
| -4% | -$22.5K | 0.46% | 48 |
|
|
2021
Q2 | $672K | Buy |
2,337
+122
| +6% | +$35.1K | 0.55% | 44 |
|
|
2021
Q1 | $623K | Buy |
2,215
+50
| +2% | +$14.1K | 0.55% | 43 |
|
|
2020
Q4 | $591K | Buy |
+2,165
| New | +$591K | 0.54% | 40 |
|