Lokken Investment Group’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.72M | Buy |
1,635
+84
| +5% | +$88.2K | 0.66% | 39 |
|
2025
Q1 | $1.47M | Buy |
1,551
+1
| +0.1% | +$946 | 0.62% | 43 |
|
2024
Q4 | $1.59M | Sell |
1,550
-87
| -5% | -$89.2K | 0.69% | 38 |
|
2024
Q3 | $1.55M | Buy |
1,637
+126
| +8% | +$120K | 0.65% | 40 |
|
2024
Q2 | $1.19M | Buy |
1,511
+148
| +11% | +$117K | 0.56% | 40 |
|
2024
Q1 | $1.14M | Buy |
1,363
+51
| +4% | +$42.5K | 0.57% | 41 |
|
2023
Q4 | $1.07M | Buy |
1,312
+880
| +204% | +$714K | 0.6% | 39 |
|
2023
Q3 | $279K | Buy |
+432
| New | +$279K | 0.18% | 102 |
|
2022
Q1 | – | Sell |
-323
| Closed | -$296K | – | 128 |
|
2021
Q4 | $296K | Hold |
323
| – | – | 0.21% | 101 |
|
2021
Q3 | $271K | Hold |
323
| – | – | 0.21% | 98 |
|
2021
Q2 | $282K | Buy |
323
+1
| +0.3% | +$873 | 0.23% | 93 |
|
2021
Q1 | $243K | Hold |
322
| – | – | 0.21% | 100 |
|
2020
Q4 | $232K | Buy |
+322
| New | +$232K | 0.21% | 92 |
|