Aptus Capital Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Aptus Capital Advisors’s Portfolio LKFN Stock Details LKFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.91M	Buy	155,267 +1,560	+1%	+$91.5K	0.07%	238
2025 Q4	$8.77M	Buy	153,707 +669	+0.4%	+$39.8K	0.07%	235
2025 Q3	$9.83M	Buy	153,038 +20,193	+15%	+$1.31M	0.09%	211
2025 Q2	$8.16M	Buy	132,845 +11,920	+10%	+$692K	0.08%	217
2025 Q1	$7.19M	Buy	120,925 +13,662	+13%	+$896K	0.08%	226
2024 Q4	$7.38M	Buy	107,263 +31,845	+42%	+$2.21M	0.09%	216
2024 Q3	$4.91M	Buy	75,418 +10,194	+16%	+$664K	0.07%	212
2024 Q2	$4.01M	Buy	65,224 +12,975	+25%	+$791K	0.08%	209
2024 Q1	$3.47M	Buy	52,249 +5,536	+12%	+$358K	0.07%	223
2023 Q4	$3.04M	Sell	46,713 -545	-1%	-$30.1K	0.09%	176
2023 Q3	$2.24M	Sell	47,258 -9,613	-17%	-$497K	0.07%	213
2023 Q2	$2.76M	Buy	56,871 +4,817	+9%	+$252K	0.08%	205
2023 Q1	$3.26M	Buy	52,054 +6,100	+13%	+$426K	0.09%	168
2022 Q4	$3.35M	Buy	45,954 +4,898	+12%	+$375K	0.11%	165
2022 Q3	$2.99M	Buy	41,056 +2,370	+6%	+$177K	0.1%	153
2022 Q2	$2.57M	Buy	38,686 +1,422	+4%	+$101K	0.09%	164
2022 Q1	$2.72M	Buy	37,264 +2,370	+7%	+$189K	0.08%	165
2021 Q4	$2.8M	Buy	34,894 +6,636	+23%	+$494K	0.09%	156
2021 Q3	$2.01M	Sell	28,258 -5,994	-17%	-$390K	0.08%	168
2021 Q2	$2.11M	Buy	34,252 +11,433	+50%	+$732K	0.1%	139
2021 Q1	$1.58M	Buy	22,819 +4,416	+24%	+$290K	0.08%	150
2020 Q4	$986K	Buy	18,403 +2,944	+19%	+$150K	0.06%	177
2020 Q3	$637K	Buy	15,459 +2,387	+18%	+$108K	0.05%	197
2020 Q2	$609K	Buy	13,072 +152	+1%	+$6.22K	0.05%	176
2020 Q1	$475K	Buy	12,920 +912	+8%	+$39.6K	0.05%	176
2019 Q4	$588K	Buy	12,008 +1,976	+20%	+$91.9K	0.06%	240
2019 Q3	$441K	Sell	10,032 -2,584	-20%	-$114K	0.05%	278
2019 Q2	$590K	Buy	12,616 +1,976	+19%	+$92.1K	0.08%	195
2019 Q1	$481K	Buy	10,640 +4,560	+75%	+$208K	0.08%	191
2018 Q4	$244K	Buy	+6,080	New	+$264K	0.07%	137