Lokken Investment Group LLC Utilities Sector Spdr Transaction History

Lokken Investment Group LLC

  • $213 Million
  • Q4 2024

A detailed history of Lokken Investment Group LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lokken Investment Group LLC holds 11,193 shares of XLU stock, worth $872,830. This represents 0.4% of its overall portfolio holdings.

Number of Shares
11,193
Previous 12,384 9.62%
Holding current value
$872,830
Previous $1 Million 15.3%
% of portfolio
0.4%
Previous 0.44%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$74.89 - $82.93 $89,193 - $98,769
-1,191 Reduced 9.62%
11,193 $847,000
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $18,135 - $21,649
268 Added 2.21%
12,384 $1 Million
Q2 2024

Aug 09, 2024
BUY
$62.77 - $72.87 $63,774 - $74,035
1,016 Added 9.15%
12,116 $825,000
Q1 2024

May 14, 2024
BUY
$59.95 - $65.65 $5,875 - $6,433
98 Added 0.89%
11,100 $728,000
Q4 2023

Feb 13, 2024
SELL
$56.19 - $65.96 $19,722 - $23,151
-351 Reduced 3.09%
11,002 $696,000
Q3 2023

Nov 13, 2023
BUY
$58.83 - $68.46 $121,660 - $141,575
2,068 Added 22.27%
11,353 $669,000
Q2 2023

Aug 09, 2023
BUY
$64.34 - $69.97 $68,136 - $74,098
1,059 Added 12.87%
9,285 $607,000
Q1 2023

May 08, 2023
SELL
$63.7 - $72.08 $806,250 - $912,316
-12,657 Reduced 60.61%
8,226 $556,000
Q4 2022

Feb 13, 2023
BUY
$61.52 - $72.67 $54,137 - $63,949
880 Added 4.4%
20,883 $1.47 Million
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $46,053 - $54,918
703 Added 3.64%
20,003 $1.31 Million
Q2 2022

Aug 08, 2022
BUY
$64.87 - $76.96 $1.25 Million - $1.49 Million
19,300 New
19,300 $1.35 Million

Others Institutions Holding XLU

# of Institutions
1,551
Shares Held
152M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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