Carson Wealth (CWM LLC)’s Lakeland Financial Corp LKFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
4,138
+3,507
| +556% | +$215K | ﹤0.01% | 1975 |
|
|
2025
Q1 | $37K | Buy |
631
+182
| +41% | +$10.7K | ﹤0.01% | 3224 |
|
|
2024
Q4 | $31K | Buy |
449
+102
| +29% | +$7.04K | ﹤0.01% | 3147 |
|
|
2024
Q3 | $23K | Buy |
347
+70
| +25% | +$4.64K | ﹤0.01% | 3269 |
|
|
2024
Q2 | $17K | Buy |
277
+134
| +94% | +$8.22K | ﹤0.01% | 3221 |
|
|
2024
Q1 | $9K | Sell |
143
-105
| -42% | -$6.61K | ﹤0.01% | 3403 |
|
|
2023
Q4 | $16K | Sell |
248
-131
| -35% | -$8.45K | ﹤0.01% | 2910 |
|
|
2023
Q3 | $18K | Sell |
379
-237
| -38% | -$11.3K | ﹤0.01% | 2746 |
|
|
2023
Q2 | $30K | Sell |
616
-18,704
| -97% | -$911K | ﹤0.01% | 2369 |
|
|
2023
Q1 | $1.21M | Hold |
19,320
| – | – | 0.01% | 602 |
|
|
2022
Q4 | $1.41M | Sell |
19,320
-287
| -1% | -$20.9K | 0.01% | 517 |
|
|
2022
Q3 | $1.43M | Sell |
19,607
-771
| -4% | -$56.2K | 0.01% | 463 |
|
|
2022
Q2 | $1.35M | Sell |
20,378
-1,942
| -9% | -$129K | 0.01% | 487 |
|
|
2022
Q1 | $1.63M | Sell |
22,320
-5,251
| -19% | -$383K | 0.01% | 441 |
|
|
2021
Q4 | $2.21M | Buy |
+27,571
| New | +$2.21M | 0.02% | 410 |
|
|
2021
Q2 | $1.96M | Hold |
31,756
| – | – | 0.02% | 429 |
|
|
2021
Q1 | $1.96M | Hold |
31,756
| – | – | 0.02% | 429 |
|
|
2020
Q4 | $1.96M | Hold |
31,756
| – | – | 0.02% | 429 |
|
|
2020
Q3 | $1.96M | Hold |
31,756
| – | – | 0.02% | 429 |
|
|
2020
Q2 | $1.96M | Hold |
31,756
| – | – | 0.02% | 429 |
|
|
2020
Q1 | $1.96M | Hold |
31,756
| – | – | 0.02% | 429 |
|
|
2019
Q4 | $1.96M | Hold |
31,756
| – | – | 0.02% | 429 |
|
|
2019
Q3 | $1.96M | Hold |
31,756
| – | – | 0.02% | 429 |
|
|
2019
Q2 | $1.96M | Hold |
31,756
| – | – | 0.02% | 429 |
|
|
2019
Q1 | $1.96M | Buy |
31,756
+31,665
| +34,797% | +$1.95M | 0.02% | 429 |
|
|
2018
Q4 | $4K | Sell |
91
-111
| -55% | -$4.88K | ﹤0.01% | 1593 |
|
|
2018
Q3 | $9K | Hold |
202
| – | – | ﹤0.01% | 1187 |
|
|
2018
Q2 | $10K | Buy |
+202
| New | +$10K | ﹤0.01% | 995 |
|