Cetera Investment Advisers’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.42M | Buy |
24,790
+230
| +0.9% | +$13.5K | ﹤0.01% | 2591 |
|
|
2025
Q4 | $1.4M | Sell |
24,560
-874
| -3% | -$51.9K | ﹤0.01% | 2535 |
|
|
2025
Q3 | $1.63M | Buy |
25,434
+7,325
| +40% | +$475K | ﹤0.01% | 2348 |
|
|
2025
Q2 | $1.11M | Sell |
18,109
-1,299
| -7% | -$75.4K | ﹤0.01% | 2292 |
|
|
2025
Q1 | $1.15M | Buy |
19,408
+407
| +2% | +$26.7K | ﹤0.01% | 2152 |
|
|
2024
Q4 | $1.31M | Sell |
19,001
-420
| -2% | -$29.1K | ﹤0.01% | 1969 |
|
|
2024
Q3 | $1.26M | Sell |
19,421
-1,092
| -5% | -$71.1K | ﹤0.01% | 1951 |
|
|
2024
Q2 | $1.26M | Sell |
20,513
-767
| -4% | -$46.7K | ﹤0.01% | 1905 |
|
|
2024
Q1 | $1.41M | Buy |
21,280
+6,435
| +43% | +$416K | ﹤0.01% | 1802 |
|
|
2023
Q4 | $967K | Sell |
14,845
-898
| -6% | -$49.5K | 0.01% | 1119 |
|
|
2023
Q3 | $747K | Sell |
15,743
-62,164
| -80% | -$3.21M | 0.01% | 1206 |
|
|
2023
Q2 | $3.78M | Sell |
77,907
-1,976
| -2% | -$103K | 0.03% | 508 |
|
|
2023
Q1 | $5M | Buy |
79,883
+4,601
| +6% | +$321K | 0.04% | 396 |
|
|
2022
Q4 | $5.49M | Buy |
75,282
+55
| +0.1% | +$4.21K | 0.05% | 358 |
|
|
2022
Q3 | $5.48M | Sell |
75,227
-1
| -0% | -$75 | 0.11% | 194 |
|
|
2022
Q2 | $5M | Buy |
75,228
+10
| +0% | +$713 | 0.08% | 255 |
|
|
2022
Q1 | $5.49M | Buy |
75,218
+62,200
| +478% | +$4.97M | 0.08% | 266 |
|
|
2021
Q4 | $1.04M | Buy |
13,018
+10,050
| +339% | +$749K | 0.01% | 795 |
|
|
2021
Q3 | $211K | Sell |
2,968
-391
| -12% | -$25.4K | ﹤0.01% | 1638 |
|
|
2021
Q2 | $207K | Buy |
+3,359
| New | +$215K | ﹤0.01% | 1653 |
|
|
2020
Q4 | – | Sell |
-18,662
| Closed | -$769K | – | 1563 |
|
|
2020
Q3 | $769K | Hold |
18,662
| – | – | 0.06% | 301 |
|
|
2020
Q2 | $869K | Sell |
18,662
-2,301
| -11% | -$94.1K | 0.08% | 260 |
|
|
2020
Q1 | $770K | Buy |
20,963
+2,770
| +15% | +$120K | 0.09% | 228 |
|
|
2019
Q4 | $890K | Buy |
18,193
+276
| +2% | +$12.8K | 0.09% | 235 |
|
|
2019
Q3 | $788K | Sell |
17,917
-85
| -0.5% | -$3.76K | 0.1% | 221 |
|
|
2019
Q2 | $843K | Buy |
18,002
+91
| +0.5% | +$4.24K | 0.11% | 206 |
|
|
2019
Q1 | $810K | Buy |
17,911
+637
| +4% | +$29K | 0.11% | 195 |
|
|
2018
Q4 | $694K | Hold |
17,274
| – | – | 0.11% | 195 |
|
|
2018
Q3 | $803K | Hold |
17,274
| – | – | 0.12% | 190 |
|
|
2018
Q2 | $832K | Hold |
17,274
| – | – | 0.15% | 170 |
|
|
2018
Q1 | $799K | Buy |
+17,274
| New | +$828K | 0.15% | 172 |
|
Other funds holding LKFN
VCM
SAM
CCM
VPM