Lokken Investment Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
10,267
+242
| +2% | +$66.7K | 1.09% | 23 |
|
|
2025
Q1 | $1.68M | Sell |
10,025
-294
| -3% | -$49.2K | 0.71% | 34 |
|
|
2024
Q4 | $2.39M | Buy |
10,319
+7
| +0.1% | +$1.62K | 1.03% | 25 |
|
|
2024
Q3 | $1.78M | Sell |
10,312
-168
| -2% | -$29K | 0.74% | 36 |
|
|
2024
Q2 | $1.68M | Hold |
10,480
| – | – | 0.79% | 32 |
|
|
2024
Q1 | $1.39M | Sell |
10,480
-140
| -1% | -$18.6K | 0.69% | 35 |
|
|
2023
Q4 | $1.19M | Buy |
10,620
+30
| +0.3% | +$3.35K | 0.67% | 35 |
|
|
2023
Q3 | $880K | Buy |
10,590
+690
| +7% | +$57.3K | 0.58% | 42 |
|
|
2023
Q2 | $859K | Buy |
+9,900
| New | +$859K | 0.56% | 42 |
|