Lokken Investment Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Sell |
19,079
-327
| -2% | -$7.93K | 0.18% | 85 |
|
|
2025
Q1 | $492K | Sell |
19,406
-371
| -2% | -$9.4K | 0.21% | 82 |
|
|
2024
Q4 | $525K | Sell |
19,777
-1,740
| -8% | -$46.2K | 0.23% | 80 |
|
|
2024
Q3 | $623K | Sell |
21,517
-321
| -1% | -$9.29K | 0.26% | 79 |
|
|
2024
Q2 | $611K | Sell |
21,838
-227
| -1% | -$6.35K | 0.29% | 77 |
|
|
2024
Q1 | $612K | Sell |
22,065
-131
| -0.6% | -$3.64K | 0.31% | 77 |
|
|
2023
Q4 | $639K | Sell |
22,196
-11,565
| -34% | -$333K | 0.36% | 67 |
|
|
2023
Q3 | $1.12M | Sell |
33,761
-474
| -1% | -$15.7K | 0.73% | 32 |
|
|
2023
Q2 | $1.26M | Buy |
34,235
+2,898
| +9% | +$106K | 0.82% | 30 |
|
|
2023
Q1 | $1.28M | Buy |
31,337
+1,142
| +4% | +$46.6K | 0.97% | 26 |
|
|
2022
Q4 | $1.55M | Buy |
30,195
+889
| +3% | +$45.6K | 1.22% | 22 |
|
|
2022
Q3 | $1.28M | Buy |
29,306
+203
| +0.7% | +$8.88K | 1.11% | 25 |
|
|
2022
Q2 | $1.53M | Buy |
29,103
+466
| +2% | +$24.4K | 1.24% | 22 |
|
|
2022
Q1 | $1.41M | Buy |
28,637
+244
| +0.9% | +$12K | 1.11% | 23 |
|
|
2021
Q4 | $1.68M | Buy |
28,393
+899
| +3% | +$53.1K | 1.2% | 22 |
|
|
2021
Q3 | $1.18M | Sell |
27,494
-414
| -1% | -$17.8K | 0.94% | 25 |
|
|
2021
Q2 | $1.09M | Buy |
27,908
+533
| +2% | +$20.9K | 0.89% | 26 |
|
|
2021
Q1 | $992K | Buy |
27,375
+1,216
| +5% | +$44.1K | 0.88% | 28 |
|
|
2020
Q4 | $963K | Buy |
+26,159
| New | +$963K | 0.88% | 26 |
|