Financial Enhancement Group’s Lakeland Financial Corp LKFN Stock Holding History

Financial Enhancement Group’s Portfolio LKFN Stock Details LKFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-315	Closed	-$23K	–	233
2022 Q3	$23K	Hold	315	–	–	0.01%	164
2022 Q2	$21K	Hold	315	–	–	﹤0.01%	160
2022 Q1	$23K	Hold	315	–	–	﹤0.01%	161
2021 Q4	$25K	Hold	315	–	–	﹤0.01%	166
2021 Q3	$22K	Hold	315	–	–	﹤0.01%	167
2021 Q2	$19K	Hold	315	–	–	﹤0.01%	165
2021 Q1	$22K	Hold	315	–	–	﹤0.01%	146
2020 Q4	$17K	Hold	315	–	–	﹤0.01%	183
2020 Q3	$13K	Hold	315	–	–	﹤0.01%	163
2020 Q2	$15K	Hold	315	–	–	﹤0.01%	169
2020 Q1	$12K	Hold	315	–	–	﹤0.01%	187
2019 Q4	$15K	Buy	+315	New	+$14.7K	﹤0.01%	176

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Enhancement Group's LKFN Position: Q4 2022 in Review

Financial Enhancement Group sold out of Lakeland Financial Corp (LKFN) in Q4 2022, closing a stake of 315 shares — an estimated $23K sold.

Financial Enhancement Group first reported a position in LKFN in Q4 2019 and held it in 12 quarters. The position peaked at $25K in Q4 2021. 228 funds tracked by Wall St. Rank hold LKFN as of Q4 2022.

Financial Enhancement Group reported no remaining Lakeland Financial Corp position as of Q4 2022 after selling out during the quarter.
Financial Enhancement Group sold 315 Lakeland Financial Corp shares in Q4 2022, an estimated $23K.
Financial Enhancement Group first reported a position in Lakeland Financial Corp in Q4 2019 and held it in 12 quarters.
Financial Enhancement Group's Lakeland Financial Corp position peaked at $25K in Q4 2021.
228 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.