Envestnet Asset Management’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.6M | Sell |
114,944
-1,681
| -1% | -$98.6K | ﹤0.01% | 2121 |
|
|
2025
Q4 | $6.65M | Sell |
116,625
-12,020
| -9% | -$714K | ﹤0.01% | 1982 |
|
|
2025
Q3 | $8.26M | Sell |
128,645
-1,347
| -1% | -$87.4K | ﹤0.01% | 1892 |
|
|
2025
Q2 | $7.99M | Sell |
129,992
-51,042
| -28% | -$2.96M | ﹤0.01% | 1887 |
|
|
2025
Q1 | $10.8M | Buy |
181,034
+2,666
| +1% | +$175K | ﹤0.01% | 1621 |
|
|
2024
Q4 | $12.3M | Sell |
178,368
-21,480
| -11% | -$1.49M | ﹤0.01% | 1500 |
|
|
2024
Q3 | $13M | Sell |
199,848
-33,988
| -15% | -$2.21M | ﹤0.01% | 1443 |
|
|
2024
Q2 | $14.4M | Buy |
233,836
+12,846
| +6% | +$783K | 0.01% | 1327 |
|
|
2024
Q1 | $14.7M | Sell |
220,990
-210
| -0.1% | -$13.6K | 0.01% | 1286 |
|
|
2023
Q4 | $14.4M | Buy |
221,200
+18,774
| +9% | +$1.04M | 0.01% | 1221 |
|
|
2023
Q3 | $9.61M | Buy |
202,426
+72,570
| +56% | +$3.75M | ﹤0.01% | 1395 |
|
|
2023
Q2 | $6.3M | Buy |
129,856
+122
| +0.1% | +$6.38K | ﹤0.01% | 1582 |
|
|
2023
Q1 | $8.13M | Sell |
129,734
-659
| -0.5% | -$46K | ﹤0.01% | 1356 |
|
|
2022
Q4 | $9.51M | Sell |
130,393
-1,827
| -1% | -$140K | ﹤0.01% | 1225 |
|
|
2022
Q3 | $9.63M | Buy |
132,220
+23,344
| +21% | +$1.74M | 0.01% | 1149 |
|
|
2022
Q2 | $7.23M | Buy |
108,876
+43,515
| +67% | +$3.1M | ﹤0.01% | 1315 |
|
|
2022
Q1 | $4.77M | Buy |
65,361
+2,856
| +5% | +$228K | ﹤0.01% | 1635 |
|
|
2021
Q4 | $5.01M | Buy |
62,505
+2,286
| +4% | +$170K | ﹤0.01% | 1605 |
|
|
2021
Q3 | $4.29M | Buy |
60,219
+2,347
| +4% | +$153K | ﹤0.01% | 1640 |
|
|
2021
Q2 | $3.57M | Buy |
57,872
+2,898
| +5% | +$186K | ﹤0.01% | 1715 |
|
|
2021
Q1 | $3.8M | Buy |
54,974
+1,148
| +2% | +$75.3K | ﹤0.01% | 1574 |
|
|
2020
Q4 | $2.88M | Buy |
53,826
+1,118
| +2% | +$56.8K | ﹤0.01% | 1547 |
|
|
2020
Q3 | $2.17M | Buy |
52,708
+1,687
| +3% | +$76.3K | ﹤0.01% | 1574 |
|
|
2020
Q2 | $2.38M | Buy |
51,021
+6,841
| +15% | +$280K | ﹤0.01% | 1480 |
|
|
2020
Q1 | $1.62M | Buy |
44,180
+4,866
| +12% | +$212K | ﹤0.01% | 1534 |
|
|
2019
Q4 | $1.92M | Buy |
39,314
+6,884
| +21% | +$320K | ﹤0.01% | 1628 |
|
|
2019
Q3 | $1.43M | Buy |
32,430
+6,856
| +27% | +$303K | ﹤0.01% | 1742 |
|
|
2019
Q2 | $1.2M | Buy |
25,574
+13,648
| +114% | +$636K | ﹤0.01% | 1833 |
|
|
2019
Q1 | $539K | Buy |
+11,926
| New | +$544K | ﹤0.01% | 2307 |
|
|
2016
Q2 | – | Sell |
-2,387
| Closed | -$73K | – | 3116 |
|
|
2016
Q1 | $73K | Sell |
2,387
-778
| -25% | -$22.5K | ﹤0.01% | 2560 |
|
|
2015
Q4 | $98K | Sell |
3,165
-431
| -12% | -$13.4K | ﹤0.01% | 2379 |
|
|
2015
Q3 | $108K | Buy |
+3,596
| New | +$101K | ﹤0.01% | 2305 |
|
|
2015
Q1 | – | Sell |
-1,463
| Closed | -$42K | – | 2250 |
|
|
2014
Q4 | $42K | Sell |
1,463
-1,309
| -47% | -$35.2K | ﹤0.01% | 1478 |
|
|
2014
Q3 | $69K | Sell |
2,772
-24,624
| -90% | -$625K | ﹤0.01% | 1405 |
|
|
2014
Q2 | $697K | Sell |
27,396
-216
| -0.8% | -$5.38K | 0.01% | 673 |
|
|
2014
Q1 | $740K | Sell |
27,612
-281
| -1% | -$7.14K | 0.01% | 555 |
|
|
2013
Q4 | $725K | Sell |
27,893
-1,549
| -5% | -$37.2K | 0.01% | 531 |
|
|
2013
Q3 | $641K | Buy |
29,442
+267
| +0.9% | +$5.65K | 0.01% | 555 |
|
|
2013
Q2 | $540K | Buy |
+29,175
| New | +$529K | 0.01% | 555 |
|
Other funds holding LKFN
VCM
SAM
CCM
VPM