Avior Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,900
| Closed | -$232K | – | 741 |
|
|
2025
Q1 | $232K | Hold |
3,900
| – | – | 0.01% | 618 |
|
|
2024
Q4 | $268K | Sell |
3,900
-2,497
| -39% | -$172K | 0.01% | 616 |
|
|
2024
Q3 | $417K | Hold |
6,397
| – | – | 0.02% | 498 |
|
|
2024
Q2 | $394K | Buy |
6,397
+3,757
| +142% | +$231K | 0.02% | 497 |
|
|
2024
Q1 | $175K | Sell |
2,640
-3,708
| -58% | -$246K | 0.01% | 748 |
|
|
2023
Q4 | $414K | Hold |
6,348
| – | – | 0.03% | 382 |
|
|
2023
Q3 | $301K | Hold |
6,348
| – | – | 0.02% | 439 |
|
|
2023
Q2 | $308K | Sell |
6,348
-693
| -10% | -$33.6K | 0.02% | 442 |
|
|
2023
Q1 | $441K | Hold |
7,041
| – | – | 0.03% | 385 |
|
|
2022
Q4 | $514K | Hold |
7,041
| – | – | 0.04% | 298 |
|
|
2022
Q3 | $512K | Buy |
7,041
+891
| +14% | +$64.8K | 0.04% | 265 |
|
|
2022
Q2 | $408K | Hold |
6,150
| – | – | 0.04% | 293 |
|
|
2022
Q1 | $448K | Buy |
+6,150
| New | +$448K | 0.04% | 318 |
|