AE Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,707
Closed -$545K 1990
2023
Q1
$545K Buy
8,707
+1,509
+21% +$94.5K ﹤0.01% 1308
2022
Q4
$525K Buy
7,198
+544
+8% +$39.7K ﹤0.01% 1292
2022
Q3
$484K Buy
+6,654
New +$484K ﹤0.01% 1280