Lokken Investment Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $647K | Buy |
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|
2025
Q2 | $676K | Sell |
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|
2025
Q1 | $574K | Sell |
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|
2024
Q4 | $519K | Buy |
|
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|
2024
Q3 | $505K | Buy |
|
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|
2024
Q2 | $394K | Buy |
|
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|
2024
Q1 | $434K | Buy |
|
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|
2023
Q4 | $363K | Buy |
|
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|
2023
Q3 | $311K | Buy |
|
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|
2023
Q2 | $296K | Sell |
|
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|
2023
Q1 | $310K | Buy |
|
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|
2022
Q4 | $302K | Hold |
|
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|
2022
Q3 | $255K | Buy |
|
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|
2022
Q2 | $303K | Hold |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $292K | Buy |
|