Fi3 Financial 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 | $690K | Buy |
11,232
+224
| +2% | +$13.8K | 0.25% | 39 |
|
|
2025
Q1 | $654K | Buy |
11,008
+10
| +0.1% | +$594 | 0.27% | 38 |
|
|
2024
Q4 | $756K | Sell |
10,998
-63
| -0.6% | -$4.33K | 0.28% | 36 |
|
|
2024
Q3 | $720K | Sell |
11,061
-844
| -7% | -$55K | 0.29% | 33 |
|
|
2024
Q2 | $732K | Hold |
11,905
| – | – | 0.32% | 31 |
|
|
2024
Q1 | $729K | Sell |
11,905
-875
| -7% | -$53.6K | 0.34% | 29 |
|
|
2023
Q4 | $833K | Sell |
12,780
-2,008
| -14% | -$131K | 0.4% | 29 |
|
|
2023
Q3 | $702K | Sell |
14,788
-1,026
| -6% | -$48.7K | 0.38% | 30 |
|
|
2023
Q2 | $767K | Sell |
15,814
-1,045
| -6% | -$50.7K | 0.4% | 26 |
|
|
2023
Q1 | $1.06M | Sell |
16,859
-3,162
| -16% | -$198K | 0.56% | 24 |
|
|
2022
Q4 | $1.46M | Sell |
20,021
-3,162
| -14% | -$231K | 0.84% | 19 |
|
|
2022
Q3 | $1.69M | Sell |
23,183
-1,972
| -8% | -$144K | 1.54% | 11 |
|
|
2022
Q2 | $1.66M | Buy |
25,155
+135
| +0.5% | +$8.88K | 1.37% | 14 |
|
|
2022
Q1 | $1.83M | Buy |
25,020
+772
| +3% | +$56.3K | 1.42% | 12 |
|
|
2021
Q4 | $1.94M | Buy |
24,248
+111
| +0.5% | +$8.89K | 1.27% | 14 |
|
|
2021
Q3 | $1.72M | Buy |
24,137
+120
| +0.5% | +$8.55K | 1.14% | 14 |
|
|
2021
Q2 | $1.62M | Buy |
24,017
+770
| +3% | +$52K | 1.11% | 14 |
|
|
2021
Q1 | $1.61M | Buy |
+23,247
| New | +$1.61M | 1.38% | 14 |
|