HighTower 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	$274K	Sell	4,775 -3,675	-43%	-$216K	﹤0.01%	3244
2025 Q4	$482K	Sell	8,450 -124	-1%	-$7.37K	﹤0.01%	2653
2025 Q3	$550K	Sell	8,574 -19	-0.2%	-$1.23K	﹤0.01%	2541
2025 Q2	$528K	Buy	8,593 +549	+7%	+$31.9K	﹤0.01%	2475
2025 Q1	$478K	Sell	8,044 -1,110	-12%	-$72.8K	﹤0.01%	2498
2024 Q4	$629K	Sell	9,154 -1,686	-16%	-$117K	﹤0.01%	2292
2024 Q3	$698K	Sell	10,840 -847	-7%	-$55.1K	﹤0.01%	2158
2024 Q2	$718K	Buy	11,687 +71	+0.6%	+$4.33K	﹤0.01%	2066
2024 Q1	$758K	Buy	11,616 +1,980	+21%	+$128K	﹤0.01%	1983
2023 Q4	$615K	Sell	9,636 -1,445	-13%	-$79.7K	﹤0.01%	2168
2023 Q3	$528K	Sell	11,081 -5,761	-34%	-$298K	﹤0.01%	2201
2023 Q2	$813K	Sell	16,842 -838	-5%	-$43.8K	﹤0.01%	1875
2023 Q1	$1.12M	Buy	17,680 +508	+3%	+$35.4K	﹤0.01%	1612
2022 Q4	$1.26M	Buy	17,172 +4,354	+34%	+$333K	﹤0.01%	1543
2022 Q3	$933K	Buy	12,818 +5,263	+70%	+$392K	﹤0.01%	1647
2022 Q2	$514K	Buy	+7,555	New	+$539K	﹤0.01%	2031