Lokken Investment Group’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-935	Closed	-$252K	–	139
2025 Q1	$252K	Buy	+935	New	+$252K	0.11%	114
2023 Q2	–	Sell	-2,808	Closed	-$463K	–	132
2023 Q1	$463K	Buy	+2,808	New	+$463K	0.35%	66