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Carolinas Wealth Consulting’s Lakeland Financial Corp LKFN Stock Holding History

Carolinas Wealth Consulting’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
2023
Q3 		– Sell
-92
Closed -$4.46K – 1079
2023
Q2 		$4.46K Hold
92
– – ﹤0.01% 689
2023
Q1 		$5.76K Hold
92
– – ﹤0.01% 668
2022
Q4 		$6.71K Hold
92
– – ﹤0.01% 663
2022
Q3 		$7K Hold
92
– – ﹤0.01% 630
2022
Q2 		$6K Hold
92
– – ﹤0.01% 641
2022
Q1 		$7K Buy
+92
New +$7.35K ﹤0.01% 659

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's LKFN Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Lakeland Financial Corp (LKFN) in Q3 2023, closing a stake of 92 shares — an estimated $4.46K sold.

Carolinas Wealth Consulting first reported a position in LKFN in Q1 2022 and held it in 6 quarters. The position peaked at $7K in Q3 2022. 199 funds tracked by Wall St. Rank hold LKFN as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Lakeland Financial Corp position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 92 Lakeland Financial Corp shares in Q3 2023, an estimated $4.46K.
  • Carolinas Wealth Consulting first reported a position in Lakeland Financial Corp in Q1 2022 and held it in 6 quarters.
  • Carolinas Wealth Consulting's Lakeland Financial Corp position peaked at $7K in Q3 2022.
  • 199 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.