Corient Private Wealth
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Corient Private Wealth’s Lakeland Financial Corp LKFN Stock Holding History

Corient Private Wealth’s Portfolio LKFN Stock Details LKFN Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$430K Sell
2024
Q4 		$523K Sell
2024
Q3 		$687K Sell
2024
Q2 		$655K Sell
2024
Q1 		$734K Sell
2023
Q4 		$724K Buy
2023
Q3 		$447K Buy