Lokken Investment Group’s Cohen & Steers Closed End Opportunity Fund FOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $167K | Buy |
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|
2025
Q2 | $155K | Hold |
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|
2025
Q1 | $148K | Sell |
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|
2024
Q4 | $159K | Hold |
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|
2024
Q3 | $163K | Hold |
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|
2024
Q2 | $150K | Sell |
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|
2024
Q1 | $150K | Sell |
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|
2023
Q4 | $144K | Sell |
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|
2023
Q3 | $140K | Sell |
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|
2023
Q2 | $146K | Hold |
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|
2023
Q1 | $149K | Hold |
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|
2022
Q4 | $142K | Sell |
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|
2022
Q3 | $161K | Hold |
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|
2022
Q2 | $176K | Sell |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $283K | Sell |
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|
2021
Q3 | $272K | Sell |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $978K | Sell |
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|
2020
Q4 | $913K | Buy |
|