Cox Capital Management’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-18,497
| Closed | -$1.48M | – | 74 |
|
|
2021
Q4 | $1.48M | Buy |
18,497
+638
| +4% | +$51.1K | 0.88% | 50 |
|
|
2021
Q3 | $1.27M | Buy |
17,859
+226
| +1% | +$16.1K | 0.86% | 53 |
|
|
2021
Q2 | $1.09M | Buy |
17,633
+812
| +5% | +$50.1K | 0.73% | 57 |
|
|
2021
Q1 | $1.16M | Sell |
16,821
-647
| -4% | -$44.8K | 0.81% | 52 |
|
|
2020
Q4 | $936K | Buy |
17,468
+901
| +5% | +$48.3K | 0.71% | 58 |
|
|
2020
Q3 | $683K | Buy |
16,567
+61
| +0.4% | +$2.52K | 0.6% | 64 |
|
|
2020
Q2 | $769K | Buy |
16,506
+738
| +5% | +$34.4K | 0.76% | 52 |
|
|
2020
Q1 | $772K | Hold |
15,768
| – | – | 0.67% | 56 |
|
|
2019
Q4 | $772K | Buy |
+15,768
| New | +$772K | 0.7% | 56 |
|