Lokken Investment Group’s Ethan Allen Interiors ETD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,428	Closed	-$237K	–	149
2024 Q3	$237K	Hold	7,428	–	–	0.1%	132
2024 Q2	$207K	Sell	7,428 -4,800	-39%	-$142K	0.1%	137
2024 Q1	$423K	Sell	12,228 -1,800	-13%	-$56.4K	0.21%	93
2023 Q4	$448K	Hold	14,028	–	–	0.25%	82
2023 Q3	$419K	Hold	14,028	–	–	0.28%	75
2023 Q2	$397K	Hold	14,028	–	–	0.26%	86
2023 Q1	$385K	Hold	14,028	–	–	0.29%	85
2022 Q4	$371K	Hold	14,028	–	–	0.29%	79
2022 Q3	$297K	Hold	14,028	–	–	0.26%	86
2022 Q2	$284K	Hold	14,028	–	–	0.23%	93
2022 Q1	$333K	Hold	14,028	–	–	0.26%	92
2021 Q4	$369K	Hold	14,028	–	–	0.26%	84
2021 Q3	$332K	Hold	14,028	–	–	0.26%	85
2021 Q2	$387K	Buy	14,028 +2,660	+23%	+$76.8K	0.31%	79
2021 Q1	$314K	Hold	11,368	–	–	0.28%	82
2020 Q4	$230K	Buy	+11,368	New	+$200K	0.21%	93

Other funds holding ETD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Lokken Investment Group sold out of Ethan Allen Interiors (ETD) in Q4 2024, closing a stake of 7,428 shares — an estimated $237K sold.

Lokken Investment Group first reported a position in ETD in Q4 2020 and held it in 16 quarters. The position peaked at $448K in Q4 2023. 214 funds tracked by Wall St. Rank hold ETD as of Q4 2024.

Lokken Investment Group reported no remaining Ethan Allen Interiors position as of Q4 2024 after selling out during the quarter.
Lokken Investment Group sold 7,428 Ethan Allen Interiors shares in Q4 2024, an estimated $237K.
Lokken Investment Group first reported a position in Ethan Allen Interiors in Q4 2020 and held it in 16 quarters.
Lokken Investment Group's Ethan Allen Interiors position peaked at $448K in Q4 2023.
214 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2024.

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