Harbor Investment Advisory’s Lakeland Financial Corp LKFN Stock Holding History

Harbor Investment Advisory’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
2024 Q2	–	Sell	-25	Closed	-$1.66K	–	1383
2024 Q1	$1.66K	Buy	+25	New	+$1.61K	﹤0.01%	1153
2022 Q3	–	Sell	-126	Closed	-$8K	–	1363
2022 Q2	$8K	Hold	126	–	–	﹤0.01%	1065
2022 Q1	$9K	Hold	126	–	–	﹤0.01%	1074
2021 Q4	$10K	Hold	126	–	–	﹤0.01%	1058
2021 Q3	$9K	Hold	126	–	–	﹤0.01%	1067
2021 Q2	$8K	Hold	126	–	–	﹤0.01%	1049
2021 Q1	$9K	Hold	126	–	–	﹤0.01%	1008
2020 Q4	$7K	Buy	126 +39	+45%	+$1.98K	﹤0.01%	979
2020 Q3	$4K	Buy	87 +44	+102%	+$1.99K	﹤0.01%	969
2020 Q2	$2K	Buy	+43	New	+$1.76K	﹤0.01%	999

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

SAM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

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

Harbor Investment Advisory's LKFN Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Lakeland Financial Corp (LKFN) in Q2 2024, closing a stake of 25 shares — an estimated $1.66K sold.

Harbor Investment Advisory first reported a position in LKFN in Q2 2020 and held it in 10 quarters. The position peaked at $10K in Q4 2021. 216 funds tracked by Wall St. Rank hold LKFN as of Q2 2024.

Harbor Investment Advisory reported no remaining Lakeland Financial Corp position as of Q2 2024 after selling out during the quarter.
Harbor Investment Advisory sold 25 Lakeland Financial Corp shares in Q2 2024, an estimated $1.66K.
Harbor Investment Advisory first reported a position in Lakeland Financial Corp in Q2 2020 and held it in 10 quarters.
Harbor Investment Advisory's Lakeland Financial Corp position peaked at $10K in Q4 2021.
216 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.