Everence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,090
| Closed | -$201K | – | 942 |
|
|
2024
Q3 | $201K | Buy |
+3,090
| New | +$201K | 0.01% | 712 |
|
|
2024
Q2 | – | Sell |
-3,090
| Closed | -$205 | – | 751 |
|
|
2024
Q1 | $205 | Hold |
3,090
| – | – | 0.01% | 708 |
|
|
2023
Q4 | $201K | Buy |
+3,090
| New | +$201K | 0.01% | 701 |
|
|
2023
Q3 | – | Sell |
-5,160
| Closed | -$259K | – | 769 |
|
|
2023
Q2 | $259K | Hold |
5,160
| – | – | 0.02% | 568 |
|
|
2023
Q1 | $323 | Hold |
5,160
| – | – | 0.03% | 506 |
|
|
2022
Q4 | $377 | Hold |
5,160
| – | – | 0.03% | 456 |
|
|
2022
Q3 | $376K | Hold |
5,160
| – | – | 0.03% | 437 |
|
|
2022
Q2 | $343K | Buy |
5,160
+1,560
| +43% | +$104K | 0.03% | 466 |
|
|
2022
Q1 | $263K | Hold |
3,600
| – | – | 0.02% | 601 |
|
|
2021
Q4 | $289K | Hold |
3,600
| – | – | 0.02% | 597 |
|
|
2021
Q3 | $256K | Buy |
+3,600
| New | +$256K | 0.02% | 605 |
|