Lokken Investment Group LLC Purchases and Sells in Q4 2024

Lokken Investment Group LLC

$213 Million
Q4 2024

Top Buys

Incresed Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CLOI	84.5K + 194.13%	$52.7 - $53.15 $4.45M - $4.49M	128K $6.75M
MINO	31K + 177.83%	$44.94 - $46.07 $1.39M - $1.43M	48.4K $2.18M
MGMT	7.65K + 5.11%	$37.84 - $44.21 $290K - $338K	157K $6.55M
AVGO	7 + 0.07%	$159.67 - $250.0 $1.12K - $1.75K	10.3K $2.39M
FBND	18.8K + 14.92%	$44.87 - $46.86 $841K - $879K	144K $6.48M
CRM	60 + 1.7%	$270.87 - $367.87 $16.3K - $22.1K	3.59K $1.2M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BILS	5.85K New	$99.0 - $99.5 $579K - $582K	5.85K $580K
QDPL	13.3K New	$37.54 - $40.11 $497K - $531K	13.3K $508K
TSLA	683 New	$213.65 - $479.86 $146K - $328K	683 $275K
IUS	5K New	$49.39 - $52.31 $247K - $261K	5K $248K
JEPQ	4.2K New	$53.94 - $58.15 $226K - $244K	4.2K $236K
PLTR	3.08K New	$36.46 - $82.38 $112K - $254K	3.08K $233K

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	-14.5K - 12.61%	$168.32 - $181.87 $2.43M - $2.63M	100K $17M
VB	-7.17K - 16.99%	$233.76 - $261.58 $1.68M - $1.87M	35K $8.41M
VTI	-4.25K - 19.48%	$280.04 - $302.45 $1.19M - $1.28M	17.5K $5.09M
VUG	-5.04K - 12.25%	$378.79 - $428.11 $1.91M - $2.16M	36.1K $14.8M
LLY	-63 - 1.51%	$727.2 - $932.06 $45.8K - $58.7K	4.11K $3.17M
ANGL	-16.7K - 66.73%	$28.6 - $29.27 $478K - $489K	8.33K $238K

Activity Summary All Purchases 77 New Holdings 8 Increased Positions 69 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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