Lokken Investment Group’s Air Products & Chemicals APD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-821	Closed	-$238K	–	136
2024 Q4	$238K	Sell	821 -233	-22%	-$73.2K	0.1%	118
2024 Q3	$314K	Sell	1,054 -19	-2%	-$5.2K	0.13%	109
2024 Q2	$277K	Buy	1,073 +25	+2%	+$6.34K	0.13%	114
2024 Q1	$254K	Sell	1,048 -16	-2%	-$3.92K	0.13%	118
2023 Q4	$291K	Buy	1,064 +223	+27%	+$61.3K	0.16%	99
2023 Q3	$238K	Sell	841 -213	-20%	-$62.5K	0.16%	110
2023 Q2	$316K	Sell	1,054 -1,597	-60%	-$455K	0.21%	102
2023 Q1	$761K	Buy	2,651 +136	+5%	+$39.7K	0.58%	41
2022 Q4	$775K	Buy	2,515 +10	+0.4%	+$2.82K	0.61%	38
2022 Q3	$583K	Buy	2,505 +11	+0.4%	+$2.72K	0.5%	46
2022 Q2	$599K	Buy	2,494 +249	+11%	+$60.5K	0.49%	46
2022 Q1	$525K	Sell	2,245 -9	-0.4%	-$2.31K	0.42%	54
2021 Q4	$686K	Buy	2,254 +5	+0.2%	+$1.47K	0.49%	42
2021 Q3	$576K	Sell	2,249 -88	-4%	-$24.3K	0.46%	48
2021 Q2	$672K	Buy	2,337 +122	+6%	+$35.8K	0.55%	44
2021 Q1	$623K	Buy	2,215 +50	+2%	+$13.6K	0.55%	43
2020 Q4	$591K	Buy	+2,165	New	+$610K	0.54%	40