Fi3 Financial 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	$556K	Sell	9,682 -1,501	-13%	-$88K	0.16%	73
2025 Q4	$638K	Sell	11,183 -102	-0.9%	-$6.06K	0.2%	50
2025 Q3	$725K	Buy	11,285 +53	+0.5%	+$3.44K	0.24%	38
2025 Q2	$690K	Buy	11,232 +224	+2%	+$13K	0.25%	39
2025 Q1	$654K	Buy	11,008 +10	+0.1%	+$656	0.27%	38
2024 Q4	$756K	Sell	10,998 -63	-0.6%	-$4.37K	0.28%	36
2024 Q3	$720K	Sell	11,061 -844	-7%	-$54.9K	0.29%	33
2024 Q2	$732K	Hold	11,905	–	–	0.32%	31
2024 Q1	$729K	Sell	11,905 -875	-7%	-$56.5K	0.34%	29
2023 Q4	$833K	Sell	12,780 -2,008	-14%	-$111K	0.4%	29
2023 Q3	$702K	Sell	14,788 -1,026	-6%	-$53K	0.38%	30
2023 Q2	$767K	Sell	15,814 -1,045	-6%	-$54.7K	0.4%	26
2023 Q1	$1.06M	Sell	16,859 -3,162	-16%	-$221K	0.56%	24
2022 Q4	$1.46M	Sell	20,021 -3,162	-14%	-$242K	0.84%	19
2022 Q3	$1.69M	Sell	23,183 -1,972	-8%	-$147K	1.54%	11
2022 Q2	$1.66M	Buy	25,155 +135	+0.5%	+$9.63K	1.37%	14
2022 Q1	$1.83M	Buy	25,020 +772	+3%	+$61.7K	1.42%	12
2021 Q4	$1.94M	Buy	24,248 +111	+0.5%	+$8.27K	1.27%	14
2021 Q3	$1.72M	Buy	24,137 +120	+0.5%	+$7.8K	1.14%	14
2021 Q2	$1.62M	Buy	24,017 +770	+3%	+$49.3K	1.11%	14
2021 Q1	$1.61M	Buy	+23,247	New	+$1.53M	1.38%	14