A detailed history of Lokken Investment Group LLC transactions in Calamos Strategic Total Return Fund stock. As of the latest transaction made, Lokken Investment Group LLC holds 13,421 shares of CSQ stock, worth $236,343. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,421
Previous 13,534 0.83%
Holding current value
$236,343
Previous $221,000 2.26%
% of portfolio
0.11%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$15.29 - $16.92 $1,727 - $1,911
-113 Reduced 0.83%
13,421 $226,000
Q4 2023

Feb 13, 2024

BUY
$12.54 - $15.17 $7,122 - $8,616
568 Added 4.38%
13,534 $201,000
Q4 2022

Feb 13, 2023

SELL
$12.2 - $14.62 $35,233 - $42,222
-2,888 Reduced 18.22%
12,966 $174,000
Q1 2022

May 11, 2022

SELL
$15.44 - $19.24 $66,484 - $82,847
-4,306 Reduced 21.36%
15,854 $243,000
Q4 2021

Feb 07, 2022

SELL
$17.51 - $19.55 $1,540 - $1,720
-88 Reduced 0.43%
20,160 $389,000
Q3 2021

Nov 05, 2021

BUY
$17.72 - $18.91 $126,857 - $135,376
7,159 Added 54.69%
20,248 $359,000
Q2 2021

Aug 03, 2021

SELL
$16.55 - $18.36 $1,224 - $1,358
-74 Reduced 0.56%
13,089 $238,000
Q1 2012

Apr 13, 2021

BUY
N/A
13,163
13,163 $227,000

Others Institutions Holding CSQ

About CALAMOS STRATEGIC TOTAL RETURN FUND


  • Ticker CSQ
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests ...
More about CSQ
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