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Lokken Investment Group’s Kopin KOPN Stock Holding History

Lokken Investment Group’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-236,000
Closed -$172K – 151
2024
Q3 		$172K Hold
236,000
– – 0.07% 148
2024
Q2 		$198K Hold
236,000
– – 0.09% 141
2024
Q1 		$425K Buy
236,000
+166,000
+237% +$369K 0.21% 92
2023
Q4 		$142K Buy
70,000
+50,000
+250% +$71.4K 0.08% 132
2023
Q3 		$24.4K Buy
+20,000
New +$32.4K 0.02% 135

Other funds holding KOPN

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Lokken Investment Group sold out of Kopin (KOPN) in Q4 2024, closing a stake of 236,000 shares — an estimated $172K sold.

Lokken Investment Group first reported a position in KOPN in Q3 2023 and held it in 5 quarters. The position peaked at $425K in Q1 2024. 101 funds tracked by Wall St. Rank hold KOPN as of Q4 2024.

  • Lokken Investment Group reported no remaining Kopin position as of Q4 2024 after selling out during the quarter.
  • Lokken Investment Group sold 236,000 Kopin shares in Q4 2024, an estimated $172K.
  • Lokken Investment Group first reported a position in Kopin in Q3 2023 and held it in 5 quarters.
  • Lokken Investment Group's Kopin position peaked at $425K in Q1 2024.
  • 101 funds tracked by Wall St. Rank held Kopin as of Q4 2024.

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