EverSource Wealth Advisors’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	$14.5K	Sell	253 -120	-32%	-$7.04K	﹤0.01%	2706
2025 Q4	$21.3K	Sell	373 -274	-42%	-$16.3K	﹤0.01%	2346
2025 Q3	$41.5K	Buy	647 +17	+3%	+$1.1K	﹤0.01%	1837
2025 Q2	$38.7K	Buy	630 +582	+1,213%	+$33.8K	﹤0.01%	1790
2025 Q1	$2.85K	Buy	48 +41	+586%	+$2.69K	﹤0.01%	2753
2024 Q4	$481	Buy	+7	New	+$486	﹤0.01%	3211
2023 Q2	–	Sell	-26	Closed	-$1.63K	–	2560
2023 Q1	$1.63K	Hold	26	–	–	﹤0.01%	1999
2022 Q4	$1.9K	Hold	26	–	–	﹤0.01%	1923
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	1688
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	1524
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	1541
2021 Q4	$2K	Buy	+26	New	+$1.94K	﹤0.01%	1571