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Lokken Investment Group’s Dow Inc DOW Stock Holding History

Lokken Investment Group’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,309
Closed -$235K – 147
2024
Q3 		$235K Sell
4,309
-104
-2% -$5.49K 0.1% 133
2024
Q2 		$234K Buy
4,413
+230
+5% +$13.1K 0.11% 124
2024
Q1 		$242K Sell
4,183
-361
-8% -$19.9K 0.12% 121
2023
Q4 		$249K Sell
4,544
-8,939
-66% -$457K 0.14% 112
2023
Q3 		$695K Sell
13,483
-961
-7% -$51.6K 0.46% 51
2023
Q2 		$769K Buy
14,444
+2,726
+23% +$145K 0.5% 50
2023
Q1 		$642K Buy
11,718
+625
+6% +$35.2K 0.49% 51
2022
Q4 		$559K Buy
+11,093
New +$542K 0.44% 54

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lokken Investment Group's DOW Position: Q4 2024 in Review

Lokken Investment Group sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,309 shares — an estimated $235K sold.

Lokken Investment Group first reported a position in DOW in Q4 2022 and held it in 8 quarters. The position peaked at $769K in Q2 2023. 1,420 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Lokken Investment Group reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Lokken Investment Group sold 4,309 Dow Inc shares in Q4 2024, an estimated $235K.
  • Lokken Investment Group first reported a position in Dow Inc in Q4 2022 and held it in 8 quarters.
  • Lokken Investment Group's Dow Inc position peaked at $769K in Q2 2023.
  • 1,420 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Lokken Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.