Charles Schwab’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 | $62.9M | Buy |
1,023,432
+24,399
| +2% | +$1.5M | 0.01% | 952 |
|
|
2025
Q1 | $59.4M | Buy |
999,033
+52,753
| +6% | +$3.14M | 0.01% | 963 |
|
|
2024
Q4 | $65.1M | Buy |
946,280
+43,312
| +5% | +$2.98M | 0.01% | 935 |
|
|
2024
Q3 | $58.8M | Buy |
902,968
+27,214
| +3% | +$1.77M | 0.01% | 1010 |
|
|
2024
Q2 | $53.9M | Buy |
875,754
+16,839
| +2% | +$1.04M | 0.01% | 1018 |
|
|
2024
Q1 | $57M | Buy |
858,915
+595,481
| +226% | +$39.5M | 0.01% | 943 |
|
|
2023
Q4 | $17.2M | Buy |
263,434
+12,486
| +5% | +$814K | ﹤0.01% | 1679 |
|
|
2023
Q3 | $11.9M | Buy |
250,948
+11,760
| +5% | +$558K | ﹤0.01% | 1822 |
|
|
2023
Q2 | $11.6M | Buy |
239,188
+7,826
| +3% | +$380K | ﹤0.01% | 1842 |
|
|
2023
Q1 | $14.5M | Buy |
231,362
+5,383
| +2% | +$337K | ﹤0.01% | 1685 |
|
|
2022
Q4 | $16.5M | Buy |
225,979
+13,530
| +6% | +$987K | 0.01% | 1566 |
|
|
2022
Q3 | $15.5M | Buy |
212,449
+15,415
| +8% | +$1.12M | 0.01% | 1565 |
|
|
2022
Q2 | $13.1M | Buy |
197,034
+6,780
| +4% | +$450K | ﹤0.01% | 1689 |
|
|
2022
Q1 | $13.9M | Buy |
190,254
+12,738
| +7% | +$930K | ﹤0.01% | 1769 |
|
|
2021
Q4 | $14.2M | Buy |
177,516
+4,322
| +2% | +$346K | ﹤0.01% | 1801 |
|
|
2021
Q3 | $12.3M | Buy |
173,194
+480
| +0.3% | +$34.2K | ﹤0.01% | 1884 |
|
|
2021
Q2 | $10.6M | Buy |
172,714
+463
| +0.3% | +$28.5K | ﹤0.01% | 1959 |
|
|
2021
Q1 | $11.9M | Sell |
172,251
-210,121
| -55% | -$14.5M | ﹤0.01% | 1851 |
|
|
2020
Q4 | $20.5M | Buy |
382,372
+8,531
| +2% | +$457K | 0.01% | 1390 |
|
|
2020
Q3 | $15.4M | Buy |
373,841
+26,421
| +8% | +$1.09M | 0.01% | 1386 |
|
|
2020
Q2 | $16.2M | Buy |
347,420
+188,772
| +119% | +$8.8M | 0.01% | 1323 |
|
|
2020
Q1 | $5.83M | Buy |
158,648
+2,518
| +2% | +$92.5K | ﹤0.01% | 1756 |
|
|
2019
Q4 | $7.64M | Buy |
156,130
+3,414
| +2% | +$167K | ﹤0.01% | 1801 |
|
|
2019
Q3 | $6.72M | Buy |
152,716
+4,824
| +3% | +$212K | ﹤0.01% | 1823 |
|
|
2019
Q2 | $6.93M | Buy |
147,892
+4,281
| +3% | +$200K | ﹤0.01% | 1815 |
|
|
2019
Q1 | $6.5M | Buy |
143,611
+6,712
| +5% | +$304K | ﹤0.01% | 1846 |
|
|
2018
Q4 | $5.5M | Sell |
136,899
-1,570
| -1% | -$63.1K | ﹤0.01% | 1862 |
|
|
2018
Q3 | $6.44M | Buy |
138,469
+3,149
| +2% | +$146K | ﹤0.01% | 1906 |
|
|
2018
Q2 | $6.52M | Buy |
135,320
+7,332
| +6% | +$353K | ﹤0.01% | 1860 |
|
|
2018
Q1 | $5.92M | Buy |
127,988
+3,846
| +3% | +$178K | ﹤0.01% | 1850 |
|
|
2017
Q4 | $6.02M | Buy |
124,142
+17,002
| +16% | +$824K | ﹤0.01% | 1820 |
|
|
2017
Q3 | $5.22M | Sell |
107,140
-156
| -0.1% | -$7.6K | ﹤0.01% | 1858 |
|
|
2017
Q2 | $4.92M | Buy |
107,296
+1,030
| +1% | +$47.3K | ﹤0.01% | 1822 |
|
|
2017
Q1 | $4.58M | Buy |
106,266
+5,796
| +6% | +$250K | ﹤0.01% | 1806 |
|
|
2016
Q4 | $4.76M | Buy |
100,470
+5,322
| +6% | +$252K | 0.01% | 1766 |
|
|
2016
Q3 | $3.37M | Buy |
95,148
+4,369
| +5% | +$155K | ﹤0.01% | 1874 |
|
|
2016
Q2 | $2.85M | Buy |
90,779
+1,593
| +2% | +$49.9K | ﹤0.01% | 1904 |
|
|
2016
Q1 | $2.72M | Buy |
89,186
+6,776
| +8% | +$207K | ﹤0.01% | 1885 |
|
|
2015
Q4 | $2.56M | Buy |
82,410
+6,514
| +9% | +$203K | ﹤0.01% | 1947 |
|
|
2015
Q3 | $2.29M | Buy |
75,896
+4,397
| +6% | +$132K | ﹤0.01% | 1990 |
|
|
2015
Q2 | $2.07M | Buy |
71,499
+1,998
| +3% | +$57.8K | ﹤0.01% | 2081 |
|
|
2015
Q1 | $1.88M | Buy |
69,501
+3,003
| +5% | +$81.3K | ﹤0.01% | 2085 |
|
|
2014
Q4 | $1.93M | Buy |
66,498
+7,993
| +14% | +$232K | ﹤0.01% | 2031 |
|
|
2014
Q3 | $1.46M | Buy |
58,505
+1,064
| +2% | +$26.6K | ﹤0.01% | 2124 |
|
|
2014
Q2 | $1.46M | Sell |
57,441
-336
| -0.6% | -$8.55K | ﹤0.01% | 2148 |
|
|
2014
Q1 | $1.55M | Sell |
57,777
-4,236
| -7% | -$114K | ﹤0.01% | 2070 |
|
|
2013
Q4 | $1.61M | Buy |
62,013
+2,160
| +4% | +$56.2K | ﹤0.01% | 2040 |
|
|
2013
Q3 | $1.31M | Buy |
59,853
+2,910
| +5% | +$63.7K | ﹤0.01% | 2074 |
|
|
2013
Q2 | $1.07M | Buy |
+56,943
| New | +$1.07M | ﹤0.01% | 2120 |
|