Cerity Partners
LKFN icon

Cerity Partners’s Lakeland Financial Corp LKFN Stock Holding History

Cerity Partners’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$659K Buy
11,478
+1,015
+10% +$59.5K ﹤0.01% 2114
2025
Q4 		$597K Sell
10,463
-3,233
-24% -$192K ﹤0.01% 1995
2025
Q3 		$879K Sell
13,696
-1,372
-9% -$89.1K ﹤0.01% 1655
2025
Q2 		$926K Sell
15,068
-532
-3% -$30.9K ﹤0.01% 1550
2025
Q1 		$927K Buy
15,600
+1,240
+9% +$81.3K ﹤0.01% 1457
2024
Q4 		$935K Sell
14,360
-869
-6% -$60.3K ﹤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% -$222K ﹤0.01% 1400
2024
Q1 		$962K Buy
+14,506
New +$937K ﹤0.01% 1298

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SAM
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CCM
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VPM
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