ALPS Advisors’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,400
| Closed | -$371K | – | 1065 |
|
|
2024
Q4 | $371K | Hold |
5,400
| – | – | ﹤0.01% | 743 |
|
|
2024
Q3 | $352K | Buy |
+5,400
| New | +$352K | ﹤0.01% | 860 |
|
|
2021
Q3 | – | Sell |
-4,730
| Closed | -$292K | – | 978 |
|
|
2021
Q2 | $292K | Hold |
4,730
| – | – | ﹤0.01% | 847 |
|
|
2021
Q1 | $327K | Sell |
4,730
-1,189
| -20% | -$82.2K | ﹤0.01% | 745 |
|
|
2020
Q4 | $317K | Sell |
5,919
-180
| -3% | -$9.64K | ﹤0.01% | 678 |
|
|
2020
Q3 | $251K | Buy |
+6,099
| New | +$251K | ﹤0.01% | 771 |
|
|
2019
Q3 | – | Sell |
-8,162
| Closed | -$382K | – | 921 |
|
|
2019
Q2 | $382K | Sell |
8,162
-431
| -5% | -$20.2K | ﹤0.01% | 692 |
|
|
2019
Q1 | $389K | Sell |
8,593
-1,146
| -12% | -$51.9K | ﹤0.01% | 767 |
|
|
2018
Q4 | $391K | Sell |
9,739
-390
| -4% | -$15.7K | ﹤0.01% | 624 |
|
|
2018
Q3 | $471K | Buy |
+10,129
| New | +$471K | ﹤0.01% | 764 |
|
|
2018
Q1 | – | Sell |
-10,720
| Closed | -$520K | – | 945 |
|
|
2017
Q4 | $520K | Buy |
10,720
+1
| +0% | +$49 | ﹤0.01% | 516 |
|
|
2017
Q3 | $522K | Sell |
10,719
-32
| -0.3% | -$1.56K | ﹤0.01% | 418 |
|
|
2017
Q2 | $493K | Buy |
10,751
+28
| +0.3% | +$1.28K | ﹤0.01% | 519 |
|
|
2017
Q1 | $462K | Sell |
10,723
-1,076
| -9% | -$46.4K | ﹤0.01% | 618 |
|
|
2016
Q4 | $559K | Buy |
11,799
+112
| +1% | +$5.31K | ﹤0.01% | 317 |
|
|
2016
Q3 | $414K | Sell |
11,687
-1,786
| -13% | -$63.3K | ﹤0.01% | 535 |
|
|
2016
Q2 | $422K | Sell |
13,473
-995
| -7% | -$31.2K | ﹤0.01% | 403 |
|
|
2016
Q1 | $442K | Buy |
+14,468
| New | +$442K | ﹤0.01% | 404 |
|