Lokken Investment Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
9,264
+619
| +7% | +$81.7K | 0.47% | 59 |
|
|
2025
Q1 | $1.3M | Buy |
8,645
+946
| +12% | +$142K | 0.55% | 51 |
|
|
2024
Q4 | $1.17M | Buy |
7,699
+70
| +0.9% | +$10.6K | 0.51% | 54 |
|
|
2024
Q3 | $1.3M | Buy |
7,629
+561
| +8% | +$95.4K | 0.54% | 48 |
|
|
2024
Q2 | $1.17M | Buy |
7,068
+711
| +11% | +$117K | 0.55% | 44 |
|
|
2024
Q1 | $1.11M | Buy |
6,357
+402
| +7% | +$70.4K | 0.55% | 43 |
|
|
2023
Q4 | $1.01M | Buy |
5,955
+3,621
| +155% | +$615K | 0.57% | 43 |
|
|
2023
Q3 | $395K | Buy |
2,334
+503
| +27% | +$85.2K | 0.26% | 82 |
|
|
2023
Q2 | $339K | Buy |
1,831
+52
| +3% | +$9.63K | 0.22% | 96 |
|
|
2023
Q1 | $324K | Buy |
1,779
+37
| +2% | +$6.75K | 0.25% | 92 |
|
|
2022
Q4 | $315K | Hold |
1,742
| – | – | 0.25% | 87 |
|
|
2022
Q3 | $284K | Buy |
1,742
+103
| +6% | +$16.8K | 0.24% | 91 |
|
|
2022
Q2 | $273K | Buy |
1,639
+2
| +0.1% | +$333 | 0.22% | 97 |
|
|
2022
Q1 | $281K | Sell |
1,637
-41
| -2% | -$7.04K | 0.22% | 99 |
|
|
2021
Q4 | $291K | Hold |
1,678
| – | – | 0.21% | 104 |
|
|
2021
Q3 | $252K | Sell |
1,678
-63
| -4% | -$9.46K | 0.2% | 104 |
|
|
2021
Q2 | $258K | Sell |
1,741
-57
| -3% | -$8.45K | 0.21% | 98 |
|
|
2021
Q1 | $254K | Buy |
1,798
+144
| +9% | +$20.3K | 0.22% | 96 |
|
|
2020
Q4 | $245K | Buy |
+1,654
| New | +$245K | 0.22% | 87 |
|