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Capital Asset Advisory Services’s Lakeland Financial Corp LKFN Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-201
Closed -$11K – 1128
2020
Q4 		$11K Buy
+201
New +$10.2K ﹤0.01% 1069

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Vanguard Group
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SAM
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Goldman Sachs
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Dimensional Fund Advisors
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Ameriprise
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Franklin Resources
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Asset Advisory Services's LKFN Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Lakeland Financial Corp (LKFN) in Q1 2021, closing a stake of 201 shares — an estimated $11K sold.

Capital Asset Advisory Services first reported a position in LKFN in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 165 funds tracked by Wall St. Rank hold LKFN as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Lakeland Financial Corp position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 201 Lakeland Financial Corp shares in Q1 2021, an estimated $11K.
  • Capital Asset Advisory Services first reported a position in Lakeland Financial Corp in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Lakeland Financial Corp position peaked at $11K in Q4 2020.
  • 165 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.