Lokken Investment Group’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,495
| Closed | -$437K | – | 134 |
|
|
2022
Q4 | $437K | Hold |
7,495
| – | – | 0.35% | 68 |
|
|
2022
Q3 | $374K | Hold |
7,495
| – | – | 0.32% | 67 |
|
|
2022
Q2 | $444K | Hold |
7,495
| – | – | 0.36% | 63 |
|
|
2022
Q1 | $471K | Hold |
7,495
| – | – | 0.37% | 60 |
|
|
2021
Q4 | $433K | Hold |
7,495
| – | – | 0.31% | 66 |
|
|
2021
Q3 | $404K | Hold |
7,495
| – | – | 0.32% | 71 |
|
|
2021
Q2 | $410K | Hold |
7,495
| – | – | 0.33% | 68 |
|
|
2021
Q1 | $384K | Buy |
7,495
+2,200
| +42% | +$113K | 0.34% | 68 |
|
|
2020
Q4 | $238K | Buy |
+5,295
| New | +$238K | 0.22% | 90 |
|