Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.96K | Sell |
162
-326
| -67% | -$20K | ﹤0.01% | 2330 |
|
|
2025
Q1 | $29K | Buy |
488
+408
| +510% | +$24.3K | ﹤0.01% | 2165 |
|
|
2024
Q4 | $5.5K | Hold |
80
| – | – | ﹤0.01% | 2297 |
|
|
2024
Q3 | $5.21K | Buy |
+80
| New | +$5.21K | ﹤0.01% | 2065 |
|
|
2021
Q2 | – | Sell |
-32
| Closed | -$2K | – | 3001 |
|
|
2021
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 2902 |
|