Lokken Investment Group’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
2,935
+245
| +9% | +$129K | 0.6% | 47 |
|
|
2025
Q1 | $1.37M | Buy |
2,690
+144
| +6% | +$73.2K | 0.58% | 47 |
|
|
2024
Q4 | $1.27M | Sell |
2,546
-37
| -1% | -$18.4K | 0.55% | 47 |
|
|
2024
Q3 | $1.33M | Buy |
2,583
+314
| +14% | +$162K | 0.56% | 45 |
|
|
2024
Q2 | $1.01M | Buy |
2,269
+287
| +14% | +$128K | 0.48% | 56 |
|
|
2024
Q1 | $843K | Buy |
1,982
+188
| +10% | +$80K | 0.42% | 62 |
|
|
2023
Q4 | $790K | Buy |
+1,794
| New | +$790K | 0.45% | 60 |
|