Boston Trust Walden’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-337,721
| Closed | -$20.8M | – | 391 |
|
|
2024
Q2 | $20.8M | Sell |
337,721
-193
| -0.1% | -$11.9K | 0.15% | 167 |
|
|
2024
Q1 | $22.4M | Sell |
337,914
-1,672
| -0.5% | -$111K | 0.16% | 165 |
|
|
2023
Q4 | $22.1M | Buy |
339,586
+16,823
| +5% | +$1.1M | 0.17% | 161 |
|
|
2023
Q3 | $15.3M | Buy |
322,763
+7,056
| +2% | +$335K | 0.13% | 177 |
|
|
2023
Q2 | $15.3M | Buy |
315,707
+9,474
| +3% | +$460K | 0.13% | 178 |
|
|
2023
Q1 | $19.2M | Buy |
306,233
+8,592
| +3% | +$538K | 0.17% | 172 |
|
|
2022
Q4 | $21.7M | Sell |
297,641
-86,006
| -22% | -$6.28M | 0.19% | 167 |
|
|
2022
Q3 | $27.9M | Buy |
383,647
+11,168
| +3% | +$813K | 0.28% | 133 |
|
|
2022
Q2 | $24.7M | Buy |
372,479
+3,021
| +0.8% | +$201K | 0.23% | 148 |
|
|
2022
Q1 | $27M | Buy |
369,458
+7,777
| +2% | +$568K | 0.22% | 153 |
|
|
2021
Q4 | $29M | Sell |
361,681
-753
| -0.2% | -$60.3K | 0.23% | 149 |
|
|
2021
Q3 | $25.8M | Buy |
362,434
+6,695
| +2% | +$477K | 0.23% | 153 |
|
|
2021
Q2 | $21.9M | Sell |
355,739
-11,820
| -3% | -$729K | 0.19% | 164 |
|
|
2021
Q1 | $25.4M | Sell |
367,559
-3,644
| -1% | -$252K | 0.25% | 145 |
|
|
2020
Q4 | $19.9M | Sell |
371,203
-71,110
| -16% | -$3.81M | 0.21% | 151 |
|
|
2020
Q3 | $18.2M | Buy |
442,313
+19,330
| +5% | +$796K | 0.23% | 143 |
|
|
2020
Q2 | $19.7M | Buy |
422,983
+36,265
| +9% | +$1.69M | 0.27% | 127 |
|
|
2020
Q1 | $14.2M | Buy |
386,718
+10,563
| +3% | +$388K | 0.23% | 138 |
|
|
2019
Q4 | $18.4M | Buy |
376,155
+6,719
| +2% | +$329K | 0.21% | 148 |
|
|
2019
Q3 | $16.2M | Buy |
369,436
+4,404
| +1% | +$194K | 0.2% | 154 |
|
|
2019
Q2 | $17.1M | Sell |
365,032
-7,222
| -2% | -$338K | 0.22% | 132 |
|
|
2019
Q1 | $16.8M | Buy |
372,254
+73,891
| +25% | +$3.34M | 0.23% | 130 |
|
|
2018
Q4 | $12M | Buy |
298,363
+70,769
| +31% | +$2.84M | 0.19% | 157 |
|
|
2018
Q3 | $10.6M | Sell |
227,594
-12,488
| -5% | -$580K | 0.15% | 186 |
|
|
2018
Q2 | $11.6M | Sell |
240,082
-5,510
| -2% | -$266K | 0.17% | 173 |
|
|
2018
Q1 | $11.4M | Sell |
245,592
-17,330
| -7% | -$801K | 0.17% | 168 |
|
|
2017
Q4 | $12.7M | Sell |
262,922
-6,943
| -3% | -$337K | 0.19% | 156 |
|
|
2017
Q3 | $13.1M | Sell |
269,865
-3,600
| -1% | -$175K | 0.2% | 147 |
|
|
2017
Q2 | $12.5M | Sell |
273,465
-38,229
| -12% | -$1.75M | 0.2% | 146 |
|
|
2017
Q1 | $13.4M | Sell |
311,694
-28,182
| -8% | -$1.22M | 0.21% | 153 |
|
|
2016
Q4 | $16.1M | Sell |
339,876
-13,974
| -4% | -$662K | 0.25% | 141 |
|
|
2016
Q3 | $12.5M | Sell |
353,850
-471
| -0.1% | -$16.7K | 0.21% | 160 |
|
|
2016
Q2 | $11.1M | Sell |
354,321
-1,847
| -0.5% | -$57.9K | 0.19% | 168 |
|
|
2016
Q1 | $10.9M | Buy |
356,168
+141,755
| +66% | +$4.33M | 0.19% | 169 |
|
|
2015
Q4 | $6.66M | Sell |
214,413
-78,750
| -27% | -$2.45M | 0.12% | 201 |
|
|
2015
Q3 | $8.82M | Buy |
293,163
+42,655
| +17% | +$1.28M | 0.15% | 194 |
|
|
2015
Q2 | $7.24M | Buy |
+250,508
| New | +$7.24M | 0.11% | 204 |
|