CBIZ Investment Advisory Services’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
$28.1K Buy
457
+2
+0.4% +$123 ﹤0.01% 209
2025
Q1
$27K Sell
455
-4
-0.9% -$238 ﹤0.01% 184
2024
Q4
$31.6K Buy
459
+128
+39% +$8.81K ﹤0.01% 149
2024
Q3
$21.6K Buy
331
+23
+7% +$1.5K ﹤0.01% 177
2024
Q2
$19K Sell
308
-6
-2% -$369 ﹤0.01% 171
2024
Q1
$20.8K Buy
+314
New +$20.8K ﹤0.01% 175