Cetera Advisor Networks’s Lakeland Financial Corp LKFN Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$231K	Sell	3,485 -288	-8%	-$18.6K	﹤0.01%	2488
2023 Q4	$246K	Buy	+3,773	New	+$208K	﹤0.01%	2380
2023 Q2	–	Sell	-3,969	Closed	-$249K	–	2667
2023 Q1	$249K	Sell	3,969 -46	-1%	-$3.21K	﹤0.01%	2175
2022 Q4	$293K	Buy	+4,015	New	+$307K	﹤0.01%	2007
2020 Q3	–	Sell	-916	Closed	-$43K	–	2240
2020 Q2	$43K	Buy	+916	New	+$37.5K	﹤0.01%	1990

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Cetera Advisor Networks's LKFN Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Lakeland Financial Corp (LKFN) stake by 7.6% in Q1 2024, selling an estimated $18.6K and leaving 3,485 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

Cetera Advisor Networks first reported a position in LKFN in Q2 2020 and has held it in 5 quarters since. The position peaked at $293K in Q4 2022. 225 funds tracked by Wall St. Rank hold LKFN as of Q1 2024.

Cetera Advisor Networks held 3,485 shares of Lakeland Financial Corp worth $231K as of Q1 2024.
Cetera Advisor Networks sold 288 Lakeland Financial Corp shares in Q1 2024, an estimated $18.6K.
Lakeland Financial Corp made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2488 holding.
Cetera Advisor Networks first reported a position in Lakeland Financial Corp in Q2 2020 and has held it in 5 quarters since.
Cetera Advisor Networks's Lakeland Financial Corp position peaked at $293K in Q4 2022.
225 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.