Aperio Group’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $652K | Sell |
12,177
-199
| -2% | -$10.7K | ﹤0.01% | 1837 |
|
2020
Q3 | $510K | Buy |
12,376
+1,255
| +11% | +$51.7K | ﹤0.01% | 1802 |
|
2020
Q2 | $518K | Sell |
11,121
-1,937
| -15% | -$90.2K | ﹤0.01% | 1756 |
|
2020
Q1 | $480K | Buy |
13,058
+761
| +6% | +$28K | ﹤0.01% | 1669 |
|
2019
Q4 | $602K | Buy |
12,297
+727
| +6% | +$35.6K | ﹤0.01% | 1701 |
|
2019
Q3 | $509K | Sell |
11,570
-536
| -4% | -$23.6K | ﹤0.01% | 1748 |
|
2019
Q2 | $567K | Sell |
12,106
-263
| -2% | -$12.3K | ﹤0.01% | 1714 |
|
2019
Q1 | $559K | Buy |
12,369
+1,500
| +14% | +$67.8K | ﹤0.01% | 1685 |
|
2018
Q4 | $437K | Buy |
10,869
+254
| +2% | +$10.2K | ﹤0.01% | 1762 |
|
2018
Q3 | $493K | Sell |
10,615
-601
| -5% | -$27.9K | ﹤0.01% | 1768 |
|
2018
Q2 | $541K | Buy |
11,216
+146
| +1% | +$7.04K | ﹤0.01% | 1707 |
|
2018
Q1 | $512K | Sell |
11,070
-206
| -2% | -$9.53K | ﹤0.01% | 1681 |
|
2017
Q4 | $547K | Sell |
11,276
-1,730
| -13% | -$83.9K | ﹤0.01% | 1659 |
|
2017
Q3 | $634K | Buy |
13,006
+104
| +0.8% | +$5.07K | ﹤0.01% | 1548 |
|
2017
Q2 | $592K | Sell |
12,902
-1,773
| -12% | -$81.4K | ﹤0.01% | 1548 |
|
2017
Q1 | $633K | Buy |
14,675
+171
| +1% | +$7.38K | ﹤0.01% | 1418 |
|
2016
Q4 | $687K | Sell |
14,504
-115
| -0.8% | -$5.45K | 0.01% | 1329 |
|
2016
Q3 | $518K | Buy |
14,619
+19
| +0.1% | +$673 | ﹤0.01% | 1430 |
|
2016
Q2 | $458K | Buy |
14,600
+548
| +4% | +$17.2K | ﹤0.01% | 1433 |
|
2016
Q1 | $429K | Sell |
14,052
-4,721
| -25% | -$144K | ﹤0.01% | 1444 |
|
2015
Q4 | $583K | Buy |
18,773
+1,175
| +7% | +$36.5K | 0.01% | 1254 |
|
2015
Q3 | $530K | Buy |
17,598
+1,584
| +10% | +$47.7K | 0.01% | 1266 |
|
2015
Q2 | $463K | Buy |
16,014
+1,723
| +12% | +$49.8K | ﹤0.01% | 1367 |
|
2015
Q1 | $387K | Sell |
14,291
-382
| -3% | -$10.3K | ﹤0.01% | 1420 |
|
2014
Q4 | $425K | Sell |
14,673
-860
| -6% | -$24.9K | 0.01% | 1318 |
|
2014
Q3 | $388K | Buy |
15,533
+5,910
| +61% | +$148K | 0.01% | 1262 |
|
2014
Q2 | $245K | Buy |
9,623
+446
| +5% | +$11.4K | ﹤0.01% | 1511 |
|
2014
Q1 | $246K | Buy |
+9,177
| New | +$246K | ﹤0.01% | 1744 |
|
2013
Q4 | – | Sell |
-9,968
| Closed | -$217K | – | 1694 |
|
2013
Q3 | $217K | Buy |
+9,968
| New | +$217K | ﹤0.01% | 1603 |
|