CAPTRUST Financial 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 | $310K | Buy |
5,037
+830
| +20% | +$51K | ﹤0.01% | 2034 |
|
|
2025
Q1 | $250K | Sell |
4,207
-1,517
| -27% | -$90.2K | ﹤0.01% | 2047 |
|
|
2024
Q4 | $394K | Buy |
5,724
+769
| +16% | +$52.9K | ﹤0.01% | 1745 |
|
|
2024
Q3 | $323K | Sell |
4,955
-10,906
| -69% | -$710K | ﹤0.01% | 1844 |
|
|
2024
Q2 | $976K | Sell |
15,861
-271
| -2% | -$16.7K | ﹤0.01% | 1148 |
|
|
2024
Q1 | $1.07M | Buy |
16,132
+9,790
| +154% | +$649K | ﹤0.01% | 1085 |
|
|
2023
Q4 | $413K | Sell |
6,342
-224
| -3% | -$14.6K | ﹤0.01% | 1885 |
|
|
2023
Q3 | $312K | Buy |
+6,566
| New | +$312K | ﹤0.01% | 1965 |
|
|
2022
Q3 | – | Sell |
-365
| Closed | -$24K | – | 3171 |
|
|
2022
Q2 | $24K | Sell |
365
-8
| -2% | -$526 | ﹤0.01% | 3267 |
|
|
2022
Q1 | $27K | Sell |
373
-16
| -4% | -$1.16K | ﹤0.01% | 3216 |
|
|
2021
Q4 | $31K | Buy |
389
+71
| +22% | +$5.66K | ﹤0.01% | 3005 |
|
|
2021
Q3 | $23K | Buy |
318
+43
| +16% | +$3.11K | ﹤0.01% | 3059 |
|
|
2021
Q2 | $17K | Sell |
275
-3
| -1% | -$185 | ﹤0.01% | 3222 |
|
|
2021
Q1 | $19K | Buy |
+278
| New | +$19K | ﹤0.01% | 3034 |
|