Lokken Investment Group’s DuPont de Nemours DD Stock Holding History

Lokken Investment Group’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$264K	Sell	2,699 -271	-9%	-$25.5K	0.09%	126
2025 Q2	$256K	Sell	2,970 -18	-0.6%	-$1.5K	0.1%	112
2025 Q1	$280K	Buy	+2,988	New	+$292K	0.12%	105
2024 Q4	–	Sell	-2,058	Closed	-$230K	–	146
2024 Q3	$230K	Sell	2,058 -91	-4%	-$9.27K	0.1%	135
2024 Q2	$217K	Sell	2,149 -24	-1%	-$2.35K	0.1%	134
2024 Q1	$209K	Hold	2,173	–	–	0.1%	131
2023 Q4	$210K	Buy	2,173 +2	+0.1%	+$182	0.12%	124
2023 Q3	$203K	Buy	+2,171	New	+$204K	0.13%	122
2022 Q1	–	Sell	-2,156	Closed	-$219K	–	131
2021 Q4	$219K	Buy	+2,156	New	+$205K	0.16%	122

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lokken Investment Group's DD Position: Q3 2025 in Review

Lokken Investment Group reduced its DuPont de Nemours (DD) stake by 9.1% in Q3 2025, selling an estimated $25.5K and leaving 2,699 shares worth $264K. The position accounts for 0.09% of the portfolio, ranked #126.

Lokken Investment Group first reported a position in DD in Q4 2021 and has held it in 9 quarters since. The position peaked at $280K in Q1 2025. 1,358 funds tracked by Wall St. Rank hold DD as of Q3 2025.

Lokken Investment Group held 2,699 shares of DuPont de Nemours worth $264K as of Q3 2025.
Lokken Investment Group sold 271 DuPont de Nemours shares in Q3 2025, an estimated $25.5K.
DuPont de Nemours made up 0.09% of Lokken Investment Group's portfolio in Q3 2025, its #126 holding.
Lokken Investment Group first reported a position in DuPont de Nemours in Q4 2021 and has held it in 9 quarters since.
Lokken Investment Group's DuPont de Nemours position peaked at $280K in Q1 2025.
1,358 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.