Cresset Asset Management’s Lakeland Financial Corp LKFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,152
| Closed | -$401K | – | 1893 |
|
|
2024
Q3 | $401K | Buy |
6,152
+141
| +2% | +$9.18K | ﹤0.01% | 1618 |
|
|
2024
Q2 | $370K | Buy |
6,011
+261
| +5% | +$16.1K | ﹤0.01% | 1565 |
|
|
2024
Q1 | $381K | Buy |
5,750
+207
| +4% | +$13.7K | ﹤0.01% | 1451 |
|
|
2023
Q4 | $361K | Buy |
5,543
+385
| +7% | +$25.1K | ﹤0.01% | 1379 |
|
|
2023
Q3 | $245K | Buy |
5,158
+554
| +12% | +$26.3K | ﹤0.01% | 1495 |
|
|
2023
Q2 | $223K | Buy |
+4,604
| New | +$223K | ﹤0.01% | 1545 |
|
|
2021
Q4 | – | Sell |
-4,208
| Closed | -$300K | – | 1217 |
|
|
2021
Q3 | $300K | Buy |
4,208
+46
| +1% | +$3.28K | ﹤0.01% | 848 |
|
|
2021
Q2 | $257K | Sell |
4,162
-27
| -0.6% | -$1.67K | ﹤0.01% | 844 |
|
|
2021
Q1 | $290K | Sell |
4,189
-137
| -3% | -$9.48K | ﹤0.01% | 692 |
|
|
2020
Q4 | $232K | Buy |
+4,326
| New | +$232K | ﹤0.01% | 651 |
|
|
2020
Q3 | – | Sell |
-4,501
| Closed | -$210K | – | 725 |
|
|
2020
Q2 | $210K | Buy |
+4,501
| New | +$210K | ﹤0.01% | 592 |
|
|
2020
Q1 | – | Sell |
-4,413
| Closed | -$216K | – | 653 |
|
|
2019
Q4 | $216K | Buy |
+4,413
| New | +$216K | 0.01% | 538 |
|
|
2019
Q2 | – | Sell |
-554
| Closed | -$25K | – | 1137 |
|
|
2019
Q1 | $25K | Buy |
+554
| New | +$25K | ﹤0.01% | 959 |
|