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Concourse Financial Group Securities’s Lakeland Financial Corp LKFN Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-497
Closed -$33.5K – 1204
2024
Q4 		$33.5K Sell
497
-8
-2% -$555 ﹤0.01% 1366
2024
Q3 		$32.9K Buy
505
+2
+0.4% +$130 ﹤0.01% 1343
2024
Q2 		$30.9K Sell
503
-13
-3% -$792 ﹤0.01% 1378
2024
Q1 		$34.2K Buy
516
+6
+1% +$388 ﹤0.01% 1347
2023
Q4 		$33.2K Sell
510
-21
-4% -$1.16K ﹤0.01% 1301
2023
Q3 		$25.2K Sell
531
-12
-2% -$620 ﹤0.01% 1369
2023
Q2 		$26.3K Sell
543
-65
-11% -$3.4K ﹤0.01% 1357
2023
Q1 		$38.1K Sell
608
-14
-2% -$977 ﹤0.01% 1205
2022
Q4 		$45.4K Sell
622
-35
-5% -$2.68K ﹤0.01% 1125
2022
Q3 		$48K Sell
657
-266
-29% -$19.8K ﹤0.01% 959
2022
Q2 		$61K Sell
923
-218
-19% -$15.5K 0.01% 1005
2022
Q1 		$83K Sell
1,141
-76
-6% -$6.07K 0.01% 939
2021
Q4 		$98K Sell
1,217
-13
-1% -$969 0.01% 1009
2021
Q3 		$88K Buy
1,230
+218
+22% +$14.2K 0.01% 1060
2021
Q2 		$62K Buy
1,012
+25
+3% +$1.6K ﹤0.01% 1204
2021
Q1 		$68K Buy
987
+47
+5% +$3.08K ﹤0.01% 1113
2020
Q4 		$50K Sell
940
-63
-6% -$3.2K ﹤0.01% 1152
2020
Q3 		$41K Buy
1,003
+156
+18% +$7.05K ﹤0.01% 1136
2020
Q2 		$39K Buy
847
+202
+31% +$8.26K ﹤0.01% 1064
2020
Q1 		$24K Buy
645
+125
+24% +$5.43K ﹤0.01% 1175
2019
Q4 		$25K Buy
520
+223
+75% +$10.4K ﹤0.01% 1186
2019
Q3 		$13K Sell
297
-23
-7% -$1.02K ﹤0.01% 1084
2019
Q2 		$15K Buy
320
+118
+58% +$5.5K ﹤0.01% 1362
2019
Q1 		$9K Buy
+202
New +$9.21K ﹤0.01% 1545

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concourse Financial Group Securities's LKFN Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Lakeland Financial Corp (LKFN) in Q1 2025, closing a stake of 497 shares — an estimated $33.5K sold.

Concourse Financial Group Securities first reported a position in LKFN in Q1 2019 and held it in 24 quarters. The position peaked at $98K in Q4 2021. 244 funds tracked by Wall St. Rank hold LKFN as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Lakeland Financial Corp position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 497 Lakeland Financial Corp shares in Q1 2025, an estimated $33.5K.
  • Concourse Financial Group Securities first reported a position in Lakeland Financial Corp in Q1 2019 and held it in 24 quarters.
  • Concourse Financial Group Securities's Lakeland Financial Corp position peaked at $98K in Q4 2021.
  • 244 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.