Lokken Investment Group’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,309
| Closed | -$235K | – | 147 |
|
|
2024
Q3 | $235K | Sell |
4,309
-104
| -2% | -$5.68K | 0.1% | 133 |
|
|
2024
Q2 | $234K | Buy |
4,413
+230
| +5% | +$12.2K | 0.11% | 124 |
|
|
2024
Q1 | $242K | Sell |
4,183
-361
| -8% | -$20.9K | 0.12% | 121 |
|
|
2023
Q4 | $249K | Sell |
4,544
-8,939
| -66% | -$490K | 0.14% | 112 |
|
|
2023
Q3 | $695K | Sell |
13,483
-961
| -7% | -$49.6K | 0.46% | 51 |
|
|
2023
Q2 | $769K | Buy |
14,444
+2,726
| +23% | +$145K | 0.5% | 50 |
|
|
2023
Q1 | $642K | Buy |
11,718
+625
| +6% | +$34.3K | 0.49% | 51 |
|
|
2022
Q4 | $559K | Buy |
+11,093
| New | +$559K | 0.44% | 54 |
|