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Clean Yield Group’s Lakeland Financial Corp LKFN Stock Holding History

Clean Yield Group’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
Q2 		– Sell
-750
Closed -$49.7K – 392
2024
Q1 		$49.7K Hold
750
– – 0.02% 237
2023
Q4 		$48.9K Hold
750
– – 0.02% 237
2023
Q3 		$36.8K Sell
750
-500
-40% -$25.8K 0.02% 249
2023
Q2 		$60.6K Hold
1,250
– – 0.03% 220
2023
Q1 		$78.3K Sell
1,250
-1,000
-44% -$69.8K 0.03% 196
2022
Q4 		$164K Hold
2,250
– – 0.07% 143
2022
Q3 		$164K Hold
2,250
– – 0.08% 140
2022
Q2 		$149K Sell
2,250
-145
-6% -$10.3K 0.06% 155
2022
Q1 		$175K Sell
2,395
-200
-8% -$16K 0.06% 150
2021
Q4 		$208K Sell
2,595
-200
-7% -$14.9K 0.07% 151
2021
Q3 		$199K Sell
2,795
-200
-7% -$13K 0.07% 153
2021
Q2 		$185K Hold
2,995
– – 0.06% 148
2021
Q1 		$207K Sell
2,995
-400
-12% -$26.2K 0.08% 141
2020
Q4 		$182K Sell
3,395
-4,985
-59% -$253K 0.07% 149
2020
Q3 		$345K Sell
8,380
-6,570
-44% -$297K 0.14% 92
2020
Q2 		$697K Sell
14,950
-28,465
-66% -$1.16M 0.3% 61
2020
Q1 		$1.6M Sell
43,415
-7,165
-14% -$311K 0.76% 37
2019
Q4 		$2.48M Sell
50,580
-2,180
-4% -$101K 0.78% 37
2019
Q3 		$2.32M Buy
52,760
+51,260
+3,417% +$2.27M 0.77% 42
2019
Q2 		$70K Hold
1,500
– – 0.03% 189
2019
Q1 		$68K Hold
1,500
– – 0.03% 172
2018
Q4 		$60K Buy
+1,500
New +$65.2K 0.03% 179
2017
Q2 		– Sell
-2,200
Closed -$95K – 202
2017
Q1 		$95K Buy
+2,200
New +$98.3K 0.04% 153
2016
Q4 		– Sell
-2,200
Closed -$78K – 206
2016
Q3 		$78K Buy
+2,200
New +$76K 0.03% 160

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Clean Yield Group's LKFN Position: Q2 2024 in Review

Clean Yield Group sold out of Lakeland Financial Corp (LKFN) in Q2 2024, closing a stake of 750 shares — an estimated $49.7K sold.

Clean Yield Group first reported a position in LKFN in Q3 2016 and held it in 24 quarters. The position peaked at $2.48M in Q4 2019. 216 funds tracked by Wall St. Rank hold LKFN as of Q2 2024.

  • Clean Yield Group reported no remaining Lakeland Financial Corp position as of Q2 2024 after selling out during the quarter.
  • Clean Yield Group sold 750 Lakeland Financial Corp shares in Q2 2024, an estimated $49.7K.
  • Clean Yield Group first reported a position in Lakeland Financial Corp in Q3 2016 and held it in 24 quarters.
  • Clean Yield Group's Lakeland Financial Corp position peaked at $2.48M in Q4 2019.
  • 216 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.