ACG Wealth’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,142
| Closed | -$332K | – | 297 |
|
|
2021
Q4 | $332K | Hold |
4,142
| – | – | 0.05% | 255 |
|
|
2021
Q3 | $295K | Hold |
4,142
| – | – | 0.04% | 251 |
|
|
2021
Q2 | $255K | Hold |
4,142
| – | – | 0.03% | 272 |
|
|
2021
Q1 | $287K | Hold |
4,142
| – | – | 0.04% | 255 |
|
|
2020
Q4 | $222K | Buy |
+4,142
| New | +$222K | 0.03% | 278 |
|
|
2020
Q1 | – | Sell |
-5,142
| Closed | -$252K | – | 308 |
|
|
2019
Q4 | $252K | Hold |
5,142
| – | – | 0.04% | 287 |
|
|
2019
Q3 | $226K | Hold |
5,142
| – | – | 0.03% | 295 |
|
|
2019
Q2 | $241K | Hold |
5,142
| – | – | 0.03% | 304 |
|
|
2019
Q1 | $233K | Buy |
+5,142
| New | +$233K | 0.03% | 296 |
|
|
2017
Q3 | – | Sell |
-6,256
| Closed | -$287K | – | 312 |
|
|
2017
Q2 | $287K | Hold |
6,256
| – | – | 0.05% | 242 |
|
|
2017
Q1 | $270K | Hold |
6,256
| – | – | 0.05% | 227 |
|
|
2016
Q4 | $296K | Hold |
6,256
| – | – | 0.06% | 184 |
|
|
2016
Q3 | $222K | Buy |
+6,256
| New | +$222K | 0.05% | 209 |
|