Cerity Partners’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 | $926K | Sell |
15,068
-532
| -3% | -$32.7K | ﹤0.01% | 1549 |
|
2025
Q1 | $927K | Buy |
15,600
+1,240
| +9% | +$73.7K | ﹤0.01% | 1452 |
|
2024
Q4 | $935K | Sell |
14,360
-869
| -6% | -$56.6K | ﹤0.01% | 1452 |
|
2024
Q3 | $992K | Buy |
15,229
+4,371
| +40% | +$285K | ﹤0.01% | 1397 |
|
2024
Q2 | $668K | Sell |
10,858
-3,648
| -25% | -$224K | ﹤0.01% | 1398 |
|
2024
Q1 | $962K | Buy |
+14,506
| New | +$962K | ﹤0.01% | 1298 |
|