Lokken Investment Group LLC Financial Sector Spdr Transaction History

Lokken Investment Group LLC

  • $226 Million
  • Q3 2024

A detailed history of Lokken Investment Group LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Lokken Investment Group LLC holds 5,484 shares of XLF stock, worth $268,661. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,484
Previous 6,032 9.08%
Holding current value
$268,661
Previous $247,000 0.4%
% of portfolio
0.11%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$40.84 - $45.74 $22,380 - $25,065
-548 Reduced 9.08%
5,484 $248,000
Q2 2024

Aug 09, 2024
BUY
$39.59 - $42.49 $39 - $42
1 Added 0.02%
6,032 $247,000
Q1 2024

May 14, 2024
BUY
$37.27 - $42.12 $37 - $42
1 Added 0.02%
6,031 $254,000
Q4 2023

Feb 13, 2024
BUY
$31.45 - $37.72 $189,643 - $227,451
6,030 New
6,030 $226,000
Q2 2023

Aug 09, 2023
BUY
$31.55 - $33.71 $190,151 - $203,170
6,027 New
6,027 $203,000
Q4 2022

Feb 13, 2023
BUY
$30.29 - $36.31 $183,951 - $220,510
6,073 New
6,073 $207,000
Q2 2022

Aug 08, 2022
SELL
$30.84 - $38.22 $203,944 - $252,748
-6,613 Closed
0 $0
Q1 2022

May 11, 2022
BUY
$35.66 - $41.42 $14,370 - $16,692
403 Added 6.49%
6,613 $228,000
Q4 2021

Feb 07, 2022
BUY
$37.54 - $40.62 $75 - $81
2 Added 0.03%
6,210 $243,000
Q3 2021

Nov 05, 2021
BUY
$35.11 - $39.0 $35 - $39
1 Added 0.02%
6,208 $233,000
Q2 2021

Aug 03, 2021
BUY
$34.47 - $38.47 $213,955 - $238,783
6,207 New
6,207 $228,000

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Lokken Investment Group LLC Portfolio

Follow Lokken Investment Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lokken Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lokken Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email