LIG
BKCC

Lokken Investment Group’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Lokken Investment Group’s Portfolio BKCC Stock Details BKCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,476
Closed -$40.5K – 150
2023
Q4 		$40.5K Hold
10,476
– – 0.02% 137
2023
Q3 		$38.9K Sell
10,476
-3,991
-28% -$14.3K 0.03% 134
2023
Q2 		$47.5K Hold
14,467
– – 0.03% 130
2023
Q1 		$49.9K Hold
14,467
– – 0.04% 128
2022
Q4 		$52.4K Hold
14,467
– – 0.04% 122
2022
Q3 		$49K Buy
+14,467
New +$55.2K 0.04% 114
2022
Q2 		– Sell
-16,879
Closed -$69K – 132
2022
Q1 		$69K Buy
16,879
+4,912
+41% +$20.3K 0.05% 125
2021
Q4 		$48K Buy
11,967
+511
+4% +$2.14K 0.03% 135
2021
Q3 		$44K Buy
+11,456
New +$45.9K 0.03% 121

Other funds holding BKCC

SA
SpiderRock Advisors Wilimington, Delaware $6.29B AUM

Lokken Investment Group's BKCC Position: Q1 2024 in Review

Lokken Investment Group sold out of BlackRock Capital Investment Corporation (BKCC) in Q1 2024, closing a stake of 10,476 shares — an estimated $40.5K sold.

Lokken Investment Group first reported a position in BKCC in Q3 2021 and held it in 9 quarters. The position peaked at $69K in Q1 2022. 1 fund tracked by Wall St. Rank holds BKCC as of Q1 2024.

  • Lokken Investment Group reported no remaining BlackRock Capital Investment Corporation position as of Q1 2024 after selling out during the quarter.
  • Lokken Investment Group sold 10,476 BlackRock Capital Investment Corporation shares in Q1 2024, an estimated $40.5K.
  • Lokken Investment Group first reported a position in BlackRock Capital Investment Corporation in Q3 2021 and held it in 9 quarters.
  • Lokken Investment Group's BlackRock Capital Investment Corporation position peaked at $69K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q1 2024.

Based on Lokken Investment Group's 13F filing for Q1 2024, filed 14 May 2024.