Bell Investment 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 | $431 | Hold |
7
| – | – | ﹤0.01% | 1790 |
|
2025
Q1 | $417 | Hold |
7
| – | – | ﹤0.01% | 1810 |
|
2024
Q4 | $482 | Buy |
+7
| New | +$482 | ﹤0.01% | 1778 |
|
2023
Q4 | – | Sell |
-7
| Closed | -$333 | – | 1962 |
|
2023
Q3 | $333 | Sell |
7
-18
| -72% | -$856 | ﹤0.01% | 1885 |
|
2023
Q2 | $1.21K | Buy |
25
+10
| +67% | +$485 | ﹤0.01% | 1531 |
|
2023
Q1 | $940 | Buy |
+15
| New | +$940 | ﹤0.01% | 1600 |
|