Carson Wealth (CWM LLC)’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $336K | Buy |
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|
2025
Q2 | $254K | Buy |
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|
2025
Q1 | $37K | Buy |
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|
2024
Q4 | $31K | Buy |
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|
2024
Q3 | $23K | Buy |
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|
2024
Q2 | $17K | Buy |
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|
2024
Q1 | $9K | Sell |
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|
2023
Q4 | $16K | Sell |
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|
2023
Q3 | $18K | Sell |
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|
2023
Q2 | $30K | Sell |
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|
2023
Q1 | $1.21M | Hold |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.63M | Sell |
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|
2021
Q4 | $2.21M | Buy |
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|
2021
Q2 | $1.96M | Hold |
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|
2021
Q1 | $1.96M | Hold |
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|
2020
Q4 | $1.96M | Hold |
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|
2020
Q3 | $1.96M | Hold |
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|
2020
Q2 | $1.96M | Hold |
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|
2020
Q1 | $1.96M | Hold |
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|
2019
Q4 | $1.96M | Hold |
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|
2019
Q3 | $1.96M | Hold |
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|
2019
Q2 | $1.96M | Hold |
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|
2019
Q1 | $1.96M | Buy |
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|
2018
Q4 | $4K | Sell |
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|
2018
Q3 | $9K | Hold |
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|
2018
Q2 | $10K | Buy |
|