Corient Private Wealth’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 | – | Sell |
-7,231
| Closed | -$430K | – | 2590 |
|
|
2025
Q1 | $430K | Sell |
7,231
-368
| -5% | -$21.9K | ﹤0.01% | 1665 |
|
|
2024
Q4 | $523K | Sell |
7,599
-2,945
| -28% | -$202K | ﹤0.01% | 1595 |
|
|
2024
Q3 | $687K | Sell |
10,544
-110
| -1% | -$7.16K | ﹤0.01% | 1554 |
|
|
2024
Q2 | $655K | Sell |
10,654
-408
| -4% | -$25.1K | ﹤0.01% | 1501 |
|
|
2024
Q1 | $734K | Sell |
11,062
-47
| -0.4% | -$3.12K | ﹤0.01% | 1439 |
|
|
2023
Q4 | $724K | Buy |
11,109
+1,697
| +18% | +$111K | ﹤0.01% | 1426 |
|
|
2023
Q3 | $447K | Buy |
+9,412
| New | +$447K | ﹤0.01% | 1550 |
|