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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $226K | Sell |
3,944
-454
| -10% | -$26.6K | ﹤0.01% | 2627 |
|
|
2025
Q4 | $251K | Sell |
4,398
-834
| -16% | -$49.6K | ﹤0.01% | 2380 |
|
|
2025
Q3 | $336K | Buy |
5,232
+1,094
| +26% | +$71K | ﹤0.01% | 2032 |
|
|
2025
Q2 | $254K | Buy |
4,138
+3,507
| +556% | +$204K | ﹤0.01% | 1977 |
|
|
2025
Q1 | $37K | Buy |
631
+182
| +41% | +$11.9K | ﹤0.01% | 3227 |
|
|
2024
Q4 | $31K | Buy |
449
+102
| +29% | +$7.08K | ﹤0.01% | 3149 |
|
|
2024
Q3 | $23K | Buy |
347
+70
| +25% | +$4.56K | ﹤0.01% | 3271 |
|
|
2024
Q2 | $17K | Buy |
277
+134
| +94% | +$8.16K | ﹤0.01% | 3223 |
|
|
2024
Q1 | $9K | Sell |
143
-105
| -42% | -$6.78K | ﹤0.01% | 3405 |
|
|
2023
Q4 | $16K | Sell |
248
-131
| -35% | -$7.22K | ﹤0.01% | 2913 |
|
|
2023
Q3 | $18K | Sell |
379
-237
| -38% | -$12.3K | ﹤0.01% | 2747 |
|
|
2023
Q2 | $30K | Sell |
616
-18,704
| -97% | -$978K | ﹤0.01% | 2372 |
|
|
2023
Q1 | $1.21M | Hold |
19,320
| – | – | 0.01% | 603 |
|
|
2022
Q4 | $1.41M | Sell |
19,320
-287
| -1% | -$22K | 0.01% | 519 |
|
|
2022
Q3 | $1.43M | Sell |
19,607
-771
| -4% | -$57.5K | 0.01% | 465 |
|
|
2022
Q2 | $1.35M | Sell |
20,378
-1,942
| -9% | -$138K | 0.01% | 488 |
|
|
2022
Q1 | $1.63M | Sell |
22,320
-5,251
| -19% | -$419K | 0.01% | 442 |
|
|
2021
Q4 | $2.21M | Buy |
+27,571
| New | +$2.05M | 0.02% | 411 |
|
|
2021
Q2 | $1.96M | Hold |
31,756
| – | – | 0.02% | 430 |
|
|
2021
Q1 | $1.96M | Hold |
31,756
| – | – | 0.02% | 430 |
|
|
2020
Q4 | $1.96M | Hold |
31,756
| – | – | 0.02% | 430 |
|
|
2020
Q3 | $1.96M | Hold |
31,756
| – | – | 0.02% | 430 |
|
|
2020
Q2 | $1.96M | Hold |
31,756
| – | – | 0.02% | 430 |
|
|
2020
Q1 | $1.96M | Hold |
31,756
| – | – | 0.02% | 430 |
|
|
2019
Q4 | $1.96M | Hold |
31,756
| – | – | 0.02% | 430 |
|
|
2019
Q3 | $1.96M | Hold |
31,756
| – | – | 0.02% | 430 |
|
|
2019
Q2 | $1.96M | Hold |
31,756
| – | – | 0.02% | 430 |
|
|
2019
Q1 | $1.96M | Buy |
31,756
+31,665
| +34,797% | +$1.44M | 0.02% | 430 |
|
|
2018
Q4 | $4K | Sell |
91
-111
| -55% | -$4.83K | ﹤0.01% | 1599 |
|
|
2018
Q3 | $9K | Hold |
202
| – | – | ﹤0.01% | 1190 |
|
|
2018
Q2 | $10K | Buy |
+202
| New | +$9.82K | ﹤0.01% | 999 |
|
Other funds holding LKFN
VCM
SAM
CCM
VPM