Lokken Investment Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
12,590
+864
| +7% | +$138K | 0.77% | 33 |
|
|
2025
Q1 | $2M | Sell |
11,726
-230
| -2% | -$39.2K | 0.84% | 30 |
|
|
2024
Q4 | $2M | Buy |
11,956
+169
| +1% | +$28.3K | 0.87% | 33 |
|
|
2024
Q3 | $2.04M | Buy |
11,787
+572
| +5% | +$99.1K | 0.85% | 31 |
|
|
2024
Q2 | $1.85M | Buy |
11,215
+785
| +8% | +$129K | 0.87% | 28 |
|
|
2024
Q1 | $1.69M | Buy |
10,430
+293
| +3% | +$47.5K | 0.84% | 30 |
|
|
2023
Q4 | $1.49M | Buy |
10,137
+3,913
| +63% | +$573K | 0.84% | 27 |
|
|
2023
Q3 | $908K | Buy |
6,224
+342
| +6% | +$49.9K | 0.6% | 40 |
|
|
2023
Q2 | $893K | Buy |
5,882
+308
| +6% | +$46.7K | 0.58% | 40 |
|
|
2023
Q1 | $829K | Buy |
5,574
+76
| +1% | +$11.3K | 0.63% | 39 |
|
|
2022
Q4 | $833K | Buy |
5,498
+5
| +0.1% | +$758 | 0.66% | 34 |
|
|
2022
Q3 | $694K | Buy |
5,493
+4
| +0.1% | +$505 | 0.6% | 39 |
|
|
2022
Q2 | $789K | Buy |
5,489
+5
| +0.1% | +$719 | 0.64% | 34 |
|
|
2022
Q1 | $881K | Buy |
5,484
+471
| +9% | +$75.7K | 0.7% | 33 |
|
|
2021
Q4 | $820K | Buy |
5,013
+553
| +12% | +$90.5K | 0.58% | 37 |
|
|
2021
Q3 | $624K | Buy |
4,460
+157
| +4% | +$22K | 0.49% | 45 |
|
|
2021
Q2 | $581K | Sell |
4,303
-241
| -5% | -$32.5K | 0.47% | 51 |
|
|
2021
Q1 | $615K | Buy |
4,544
+172
| +4% | +$23.3K | 0.54% | 45 |
|
|
2020
Q4 | $608K | Buy |
+4,372
| New | +$608K | 0.56% | 39 |
|