Lokken Investment Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $315K | Hold |
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|
2022
Q3 | $284K | Buy |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $252K | Sell |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $254K | Buy |
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|
2020
Q4 | $245K | Buy |
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