Lokken Investment Group’s Norfolk Southern NSC Stock Holding History

Lokken Investment Group’s Portfolio NSC Stock Details NSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$230K	Buy	+765	New	+$213K	0.08%	134
2025 Q1	–	Sell	-872	Closed	-$205K	–	143
2024 Q4	$205K	Sell	872 -152	-15%	-$38.6K	0.09%	133
2024 Q3	$254K	Hold	1,024	–	–	0.11%	126
2024 Q2	$220K	Hold	1,024	–	–	0.1%	130
2024 Q1	$261K	Hold	1,024	–	–	0.13%	115
2023 Q4	$242K	Hold	1,024	–	–	0.14%	116
2023 Q3	$202K	Hold	1,024	–	–	0.13%	123
2023 Q2	$232K	Buy	1,024 +38	+4%	+$8.07K	0.15%	111
2023 Q1	$209K	Hold	986	–	–	0.16%	113
2022 Q4	$243K	Hold	986	–	–	0.19%	101
2022 Q3	$207K	Hold	986	–	–	0.18%	104
2022 Q2	$224K	Hold	986	–	–	0.18%	102
2022 Q1	$254K	Hold	986	–	–	0.2%	106
2021 Q4	$293K	Hold	986	–	–	0.21%	102
2021 Q3	$236K	Hold	986	–	–	0.19%	108
2021 Q2	$262K	Hold	986	–	–	0.21%	97
2021 Q1	$265K	Hold	986	–	–	0.23%	94
2020 Q4	$234K	Buy	+986	New	+$224K	0.21%	91

Other funds holding NSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return