Aptus Capital 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
Q2 | $8.16M | Buy |
132,845
+11,920
| +10% | +$732K | 0.07% | 207 |
|
|
2025
Q1 | $7.19M | Buy |
120,925
+13,662
| +13% | +$812K | 0.07% | 221 |
|
|
2024
Q4 | $7.38M | Buy |
107,263
+31,845
| +42% | +$2.19M | 0.08% | 208 |
|
|
2024
Q3 | $4.91M | Buy |
75,418
+10,194
| +16% | +$664K | 0.07% | 211 |
|
|
2024
Q2 | $4.01M | Buy |
65,224
+12,975
| +25% | +$798K | 0.07% | 206 |
|
|
2024
Q1 | $3.47M | Buy |
52,249
+5,536
| +12% | +$367K | 0.06% | 216 |
|
|
2023
Q4 | $3.04M | Sell |
46,713
-545
| -1% | -$35.5K | 0.08% | 174 |
|
|
2023
Q3 | $2.24M | Sell |
47,258
-9,613
| -17% | -$456K | 0.06% | 210 |
|
|
2023
Q2 | $2.76M | Buy |
56,871
+4,817
| +9% | +$234K | 0.07% | 194 |
|
|
2023
Q1 | $3.26M | Buy |
52,054
+6,100
| +13% | +$382K | 0.09% | 166 |
|
|
2022
Q4 | $3.35M | Buy |
45,954
+4,898
| +12% | +$357K | 0.1% | 163 |
|
|
2022
Q3 | $2.99M | Buy |
41,056
+2,370
| +6% | +$173K | 0.07% | 149 |
|
|
2022
Q2 | $2.57M | Buy |
38,686
+1,422
| +4% | +$94.5K | 0.07% | 157 |
|
|
2022
Q1 | $2.72M | Buy |
37,264
+2,370
| +7% | +$173K | 0.07% | 156 |
|
|
2021
Q4 | $2.8M | Buy |
34,894
+6,636
| +23% | +$532K | 0.08% | 148 |
|
|
2021
Q3 | $2.01M | Sell |
28,258
-5,994
| -17% | -$427K | 0.05% | 149 |
|
|
2021
Q2 | $2.11M | Buy |
34,252
+11,433
| +50% | +$705K | 0.06% | 120 |
|
|
2021
Q1 | $1.58M | Buy |
22,819
+4,416
| +24% | +$306K | 0.06% | 130 |
|
|
2020
Q4 | $986K | Buy |
18,403
+2,944
| +19% | +$158K | 0.05% | 158 |
|
|
2020
Q3 | $637K | Buy |
15,459
+2,387
| +18% | +$98.4K | 0.03% | 175 |
|
|
2020
Q2 | $609K | Buy |
13,072
+152
| +1% | +$7.08K | 0.04% | 160 |
|
|
2020
Q1 | $475K | Buy |
12,920
+912
| +8% | +$33.5K | 0.04% | 162 |
|
|
2019
Q4 | $588K | Buy |
12,008
+1,976
| +20% | +$96.8K | 0.04% | 192 |
|
|
2019
Q3 | $441K | Sell |
10,032
-2,584
| -20% | -$114K | 0.02% | 234 |
|
|
2019
Q2 | $590K | Buy |
12,616
+1,976
| +19% | +$92.4K | 0.08% | 190 |
|
|
2019
Q1 | $481K | Buy |
10,640
+4,560
| +75% | +$206K | 0.08% | 183 |
|
|
2018
Q4 | $244K | Buy |
+6,080
| New | +$244K | 0.06% | 124 |
|