Number of Shares
35,748.00
Current Holdings Value*
$7.94 Mil
% of Portfolio
3.35%
Total Estimate Gain
$3.43 Mil
% of Total Estimate Gain
32.31%

Lokken Investment Group LLC's Apple Inc Holding Summary

As of 2025-03-31, Lokken Investment Group LLC held 35,748.00 shares of Apple Inc(AAPL), totaling $7.94 Mil. This investment constitutes 3.35% of their stock portfolio, and Lokken Investment Group LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Lokken Investment Group LLC has made 4 purchases of AAPL, at an average price of $137.59, for a total of 77,240.00 shares. In addition, there have been 13 sales at an average price of $157.49 for 41,492.00 shares. Based on historical transaction data and AAPL's current price of $210.55, Lokken Investment Group LLC's estimated gain on his AAPL holdings is $3.43 Mil, reflecting a 32.31% gain to date.

Lokken Investment Group LLC AAPL ($210.55) Holding Chart

Lokken Investment Group LLC AAPL ($210.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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