Lokken Investment Group’s SuRo Capital SSSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-153,797
| Closed | -$621K | – | 156 |
|
|
2024
Q3 | $621K | Hold |
153,797
| – | – | 0.26% | 80 |
|
|
2024
Q2 | $617K | Hold |
153,797
| – | – | 0.29% | 75 |
|
|
2024
Q1 | $700K | Buy |
153,797
+53,100
| +53% | +$242K | 0.35% | 68 |
|
|
2023
Q4 | $397K | Hold |
100,697
| – | – | 0.22% | 88 |
|
|
2023
Q3 | $365K | Hold |
100,697
| – | – | 0.24% | 86 |
|
|
2023
Q2 | $322K | Hold |
100,697
| – | – | 0.21% | 99 |
|
|
2023
Q1 | $365K | Buy |
100,697
+20,000
| +25% | +$72.4K | 0.28% | 88 |
|
|
2022
Q4 | $307K | Buy |
80,697
+10,000
| +14% | +$38K | 0.24% | 91 |
|
|
2022
Q3 | $274K | Buy |
70,697
+20,000
| +39% | +$77.5K | 0.24% | 92 |
|
|
2022
Q2 | $324K | Buy |
50,697
+8,750
| +21% | +$55.9K | 0.26% | 83 |
|
|
2022
Q1 | $343K | Buy |
41,947
+11,009
| +36% | +$90K | 0.27% | 88 |
|
|
2021
Q4 | $401K | Buy |
30,938
+1,088
| +4% | +$14.1K | 0.29% | 76 |
|
|
2021
Q3 | $385K | Buy |
29,850
+1,401
| +5% | +$18.1K | 0.31% | 76 |
|
|
2021
Q2 | $384K | Sell |
28,449
-4,741
| -14% | -$64K | 0.31% | 81 |
|
|
2021
Q1 | $378K | Buy |
33,190
+19,060
| +135% | +$217K | 0.33% | 69 |
|
|
2020
Q4 | $155K | Buy |
+14,130
| New | +$155K | 0.14% | 101 |
|