Lokken Investment Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $234K | Sell |
1,539
-7
| -0.5% | -$1.07K | 0.09% | 118 |
|
2025
Q1 | $227K | Sell |
1,546
-54
| -3% | -$7.93K | 0.1% | 120 |
|
2024
Q4 | $207K | Buy |
1,600
+5
| +0.3% | +$646 | 0.09% | 131 |
|
2024
Q3 | $218K | Buy |
+1,595
| New | +$218K | 0.09% | 139 |
|
2022
Q3 | – | Sell |
-1,884
| Closed | -$204K | – | 118 |
|
2022
Q2 | $204K | Buy |
1,884
+3
| +0.2% | +$325 | 0.17% | 109 |
|
2022
Q1 | $227K | Buy |
1,881
+202
| +12% | +$24.4K | 0.18% | 113 |
|
2021
Q4 | $249K | Buy |
1,679
+1
| +0.1% | +$148 | 0.18% | 112 |
|
2021
Q3 | $246K | Buy |
1,678
+136
| +9% | +$19.9K | 0.2% | 106 |
|
2021
Q2 | $256K | Hold |
1,542
| – | – | 0.21% | 101 |
|
2021
Q1 | $248K | Sell |
1,542
-179
| -10% | -$28.8K | 0.22% | 99 |
|
2020
Q4 | $252K | Buy |
+1,721
| New | +$252K | 0.23% | 82 |
|