Dimensional Fund Advisors’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 | $45M | Sell |
731,742
-31,348
| -4% | -$1.93M | 0.01% | 1556 |
|
|
2025
Q1 | $45.4M | Sell |
763,090
-44,435
| -6% | -$2.64M | 0.01% | 1526 |
|
|
2024
Q4 | $55.5M | Buy |
807,525
+6,307
| +0.8% | +$434K | 0.01% | 1457 |
|
|
2024
Q3 | $52.2M | Sell |
801,218
-15,331
| -2% | -$998K | 0.01% | 1487 |
|
|
2024
Q2 | $50.2M | Buy |
816,549
+11,118
| +1% | +$684K | 0.01% | 1471 |
|
|
2024
Q1 | $53.4M | Buy |
805,431
+24,002
| +3% | +$1.59M | 0.01% | 1409 |
|
|
2023
Q4 | $50.9M | Buy |
781,429
+10,595
| +1% | +$690K | 0.01% | 1438 |
|
|
2023
Q3 | $36.6M | Sell |
770,834
-4,093
| -0.5% | -$194K | 0.01% | 1548 |
|
|
2023
Q2 | $37.6M | Buy |
774,927
+2,174
| +0.3% | +$105K | 0.01% | 1558 |
|
|
2023
Q1 | $48.4M | Buy |
772,753
+10,045
| +1% | +$629K | 0.02% | 1346 |
|
|
2022
Q4 | $55.7K | Sell |
762,708
-2,892
| -0.4% | -$211 | 0.02% | 1240 |
|
|
2022
Q3 | $55.7M | Sell |
765,600
-6,370
| -0.8% | -$464K | 0.02% | 1136 |
|
|
2022
Q2 | $51.3M | Sell |
771,970
-22,632
| -3% | -$1.5M | 0.02% | 1273 |
|
|
2022
Q1 | $58M | Sell |
794,602
-2,183
| -0.3% | -$159K | 0.02% | 1293 |
|
|
2021
Q4 | $63.9M | Sell |
796,785
-12,043
| -1% | -$965K | 0.02% | 1238 |
|
|
2021
Q3 | $57.6M | Sell |
808,828
-11,824
| -1% | -$842K | 0.02% | 1289 |
|
|
2021
Q2 | $50.6M | Sell |
820,652
-35,917
| -4% | -$2.21M | 0.02% | 1445 |
|
|
2021
Q1 | $59.3M | Sell |
856,569
-59,123
| -6% | -$4.1M | 0.02% | 1286 |
|
|
2020
Q4 | $49.1M | Sell |
915,692
-54,949
| -6% | -$2.94M | 0.02% | 1388 |
|
|
2020
Q3 | $40M | Sell |
970,641
-48,116
| -5% | -$1.98M | 0.02% | 1379 |
|
|
2020
Q2 | $47.5M | Sell |
1,018,757
-3,690
| -0.4% | -$172K | 0.02% | 1246 |
|
|
2020
Q1 | $37.6M | Sell |
1,022,447
-7,697
| -0.7% | -$283K | 0.02% | 1284 |
|
|
2019
Q4 | $50.4M | Sell |
1,030,144
-9,648
| -0.9% | -$472K | 0.02% | 1424 |
|
|
2019
Q3 | $45.7M | Sell |
1,039,792
-1,793
| -0.2% | -$78.9K | 0.02% | 1477 |
|
|
2019
Q2 | $48.8M | Sell |
1,041,585
-6,049
| -0.6% | -$283K | 0.02% | 1451 |
|
|
2019
Q1 | $47.4M | Sell |
1,047,634
-1,500
| -0.1% | -$67.8K | 0.02% | 1477 |
|
|
2018
Q4 | $42.1M | Buy |
1,049,134
+11,809
| +1% | +$474K | 0.02% | 1440 |
|
|
2018
Q3 | $48.2M | Buy |
1,037,325
+1,349
| +0.1% | +$62.7K | 0.02% | 1498 |
|
|
2018
Q2 | $49.9M | Buy |
1,035,976
+7,379
| +0.7% | +$356K | 0.02% | 1429 |
|
|
2018
Q1 | $47.6M | Buy |
1,028,597
+8,130
| +0.8% | +$376K | 0.02% | 1403 |
|
|
2017
Q4 | $49.5M | Buy |
1,020,467
+9,351
| +0.9% | +$453K | 0.02% | 1362 |
|
|
2017
Q3 | $49.3M | Sell |
1,011,116
-6,766
| -0.7% | -$330K | 0.02% | 1319 |
|
|
2017
Q2 | $46.7M | Sell |
1,017,882
-2,336
| -0.2% | -$107K | 0.02% | 1317 |
|
|
2017
Q1 | $44M | Buy |
1,020,218
+28,198
| +3% | +$1.22M | 0.02% | 1323 |
|
|
2016
Q4 | $47M | Buy |
992,020
+38,327
| +4% | +$1.82M | 0.02% | 1198 |
|
|
2016
Q3 | $33.8M | Sell |
953,693
-51,034
| -5% | -$1.81M | 0.02% | 1466 |
|
|
2016
Q2 | $31.5M | Sell |
1,004,727
-22,872
| -2% | -$717K | 0.02% | 1461 |
|
|
2016
Q1 | $31.4M | Buy |
1,027,599
+41,118
| +4% | +$1.25M | 0.02% | 1416 |
|
|
2015
Q4 | $30.7M | Buy |
986,481
+40,435
| +4% | +$1.26M | 0.02% | 1375 |
|
|
2015
Q3 | $28.5M | Buy |
946,046
+22,266
| +2% | +$670K | 0.02% | 1401 |
|
|
2015
Q2 | $26.7M | Buy |
923,780
+42,470
| +5% | +$1.23M | 0.02% | 1548 |
|
|
2015
Q1 | $23.8M | Buy |
881,310
+46,303
| +6% | +$1.25M | 0.02% | 1616 |
|
|
2014
Q4 | $24.2M | Buy |
835,007
+38,244
| +5% | +$1.11M | 0.02% | 1548 |
|
|
2014
Q3 | $19.9M | Buy |
796,763
+11,879
| +2% | +$297K | 0.01% | 1647 |
|
|
2014
Q2 | $20M | Sell |
784,884
-10,386
| -1% | -$264K | 0.01% | 1654 |
|
|
2014
Q1 | $21.3M | Buy |
795,270
+84,568
| +12% | +$2.27M | 0.02% | 1520 |
|
|
2013
Q4 | $18.5M | Buy |
710,702
+20,550
| +3% | +$534K | 0.01% | 1634 |
|
|
2013
Q3 | $15M | Buy |
690,152
+11,619
| +2% | +$253K | 0.01% | 1730 |
|
|
2013
Q2 | $12.6M | Buy |
+678,533
| New | +$12.6M | 0.01% | 1799 |
|