Lokken Investment Group’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
2,554
-6
| -0.2% | -$876 | 0.14% | 96 |
|
|
2025
Q1 | $339K | Sell |
2,560
-414
| -14% | -$54.8K | 0.14% | 96 |
|
|
2024
Q4 | $344K | Sell |
2,974
-17
| -0.6% | -$1.97K | 0.15% | 95 |
|
|
2024
Q3 | $362K | Buy |
2,991
+2
| +0.1% | +$242 | 0.15% | 102 |
|
|
2024
Q2 | $300K | Buy |
2,989
+12
| +0.4% | +$1.21K | 0.14% | 106 |
|
|
2024
Q1 | $290K | Sell |
2,977
-50
| -2% | -$4.88K | 0.14% | 106 |
|
|
2023
Q4 | $255K | Sell |
3,027
-4,876
| -62% | -$410K | 0.14% | 109 |
|
|
2023
Q3 | $569K | Sell |
7,903
-214
| -3% | -$15.4K | 0.37% | 64 |
|
|
2023
Q2 | $795K | Buy |
8,117
+1,170
| +17% | +$115K | 0.52% | 46 |
|
|
2023
Q1 | $680K | Buy |
6,947
+754
| +12% | +$73.8K | 0.52% | 47 |
|
|
2022
Q4 | $625K | Buy |
6,193
+266
| +4% | +$26.8K | 0.49% | 46 |
|
|
2022
Q3 | $485K | Buy |
5,927
+101
| +2% | +$8.27K | 0.42% | 53 |
|
|
2022
Q2 | $560K | Buy |
5,826
+113
| +2% | +$10.9K | 0.45% | 48 |
|
|
2022
Q1 | $542K | Buy |
5,713
+712
| +14% | +$67.5K | 0.43% | 50 |
|
|
2021
Q4 | $430K | Buy |
5,001
+275
| +6% | +$23.6K | 0.31% | 68 |
|
|
2021
Q3 | $406K | Sell |
4,726
-57
| -1% | -$4.9K | 0.32% | 70 |
|
|
2021
Q2 | $408K | Buy |
4,783
+441
| +10% | +$37.6K | 0.33% | 69 |
|
|
2021
Q1 | $336K | Sell |
4,342
-225
| -5% | -$17.4K | 0.3% | 77 |
|
|
2020
Q4 | $327K | Buy |
+4,567
| New | +$327K | 0.3% | 63 |
|