Lokken Investment Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
2,293
-15
| -0.6% | -$4.42K | 0.26% | 75 |
|
|
2025
Q1 | $574K | Sell |
2,308
-53
| -2% | -$13.2K | 0.24% | 75 |
|
|
2024
Q4 | $519K | Buy |
2,361
+75
| +3% | +$16.5K | 0.22% | 81 |
|
|
2024
Q3 | $505K | Buy |
2,286
+11
| +0.5% | +$2.43K | 0.21% | 86 |
|
|
2024
Q2 | $394K | Buy |
2,275
+1
| +0% | +$173 | 0.19% | 92 |
|
|
2024
Q1 | $434K | Buy |
2,274
+56
| +3% | +$10.7K | 0.22% | 91 |
|
|
2023
Q4 | $363K | Buy |
2,218
+1
| +0% | +$164 | 0.21% | 91 |
|
|
2023
Q3 | $311K | Buy |
2,217
+2
| +0.1% | +$281 | 0.2% | 95 |
|
|
2023
Q2 | $296K | Sell |
2,215
-148
| -6% | -$19.8K | 0.19% | 105 |
|
|
2023
Q1 | $310K | Buy |
2,363
+217
| +10% | +$28.4K | 0.24% | 96 |
|
|
2022
Q4 | $302K | Hold |
2,146
| – | – | 0.24% | 94 |
|
|
2022
Q3 | $255K | Buy |
2,146
+1
| +0% | +$119 | 0.22% | 95 |
|
|
2022
Q2 | $303K | Hold |
2,145
| – | – | 0.25% | 89 |
|
|
2022
Q1 | $284K | Sell |
2,145
-37
| -2% | -$4.9K | 0.23% | 98 |
|
|
2021
Q4 | $292K | Buy |
+2,182
| New | +$292K | 0.21% | 103 |
|