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Lokken Investment Group’s Target TGT Stock Holding History

Lokken Investment Group’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,791
Closed -$1.19M – 146
2024
Q4 		$1.19M Sell
8,791
-156
-2% -$22.4K 0.51% 53
2024
Q3 		$1.39M Buy
8,947
+616
+7% +$91.7K 0.58% 41
2024
Q2 		$1.23M Buy
8,331
+641
+8% +$101K 0.58% 38
2024
Q1 		$1.36M Buy
7,690
+246
+3% +$37.4K 0.68% 36
2023
Q4 		$1.06M Buy
7,444
+5,357
+257% +$654K 0.6% 40
2023
Q3 		$231K Buy
+2,087
New +$265K 0.15% 111
2022
Q2 		– Sell
-1,178
Closed -$269K – 126
2022
Q1 		$269K Buy
1,178
+253
+27% +$54.7K 0.21% 103
2021
Q4 		$214K Sell
925
-253
-21% -$61.5K 0.15% 126
2021
Q3 		$269K Buy
1,178
+1
+0.1% +$251 0.21% 99
2021
Q2 		$285K Buy
1,177
+60
+5% +$13.1K 0.23% 91
2021
Q1 		$221K Buy
+1,117
New +$209K 0.2% 104

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lokken Investment Group's TGT Position: Q1 2025 in Review

Lokken Investment Group sold out of Target (TGT) in Q1 2025, closing a stake of 8,791 shares — an estimated $1.19M sold.

Lokken Investment Group first reported a position in TGT in Q1 2021 and held it in 11 quarters. The position peaked at $1.39M in Q3 2024. 1,828 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • Lokken Investment Group reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • Lokken Investment Group sold 8,791 Target shares in Q1 2025, an estimated $1.19M.
  • Lokken Investment Group first reported a position in Target in Q1 2021 and held it in 11 quarters.
  • Lokken Investment Group's Target position peaked at $1.39M in Q3 2024.
  • 1,828 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Lokken Investment Group's 13F filing for Q1 2025, filed 2 May 2025.