HSBC Holdings’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 | – | Sell |
-11,505
| Closed | -$654K | – | 3088 |
|
|
2025
Q4 | $654K | Buy |
+11,505
| New | +$684K | ﹤0.01% | 2172 |
|
|
2024
Q4 | – | Sell |
-3,134
| Closed | -$206K | – | 3174 |
|
|
2024
Q3 | $206K | Buy |
+3,134
| New | +$204K | ﹤0.01% | 2596 |
|
|
2024
Q2 | – | Sell |
-31,063
| Closed | -$2.06M | – | 3081 |
|
|
2024
Q1 | $2.06M | Sell |
31,063
-14,992
| -33% | -$969K | ﹤0.01% | 1457 |
|
|
2023
Q4 | $3.02M | Buy |
+46,055
| New | +$2.54M | ﹤0.01% | 1332 |
|
|
2023
Q3 | – | Sell |
-5,943
| Closed | -$291K | – | 2779 |
|
|
2023
Q2 | $291K | Buy |
5,943
+1,380
| +30% | +$72.2K | ﹤0.01% | 2164 |
|
|
2023
Q1 | $284K | Sell |
4,563
-64,053
| -93% | -$4.47M | ﹤0.01% | 2252 |
|
|
2022
Q4 | $5.04M | Buy |
68,616
+46,257
| +207% | +$3.54M | 0.01% | 1242 |
|
|
2022
Q3 | $1.66M | Buy |
+22,359
| New | +$1.67M | ﹤0.01% | 1634 |
|
|
2022
Q2 | – | Sell |
-22,331
| Closed | -$1.65M | – | 3357 |
|
|
2022
Q1 | $1.65M | Sell |
22,331
-80,480
| -78% | -$6.43M | ﹤0.01% | 1697 |
|
|
2021
Q4 | $8.22M | Buy |
102,811
+39,407
| +62% | +$2.94M | 0.01% | 1053 |
|
|
2021
Q3 | $4.5M | Buy |
+63,404
| New | +$4.12M | 0.01% | 1189 |
|
|
2020
Q3 | – | Sell |
-4,937
| Closed | -$230K | – | 2798 |
|
|
2020
Q2 | $230K | Sell |
4,937
-17,033
| -78% | -$697K | ﹤0.01% | 2273 |
|
|
2020
Q1 | $799K | Buy |
21,970
+2,015
| +10% | +$87.6K | ﹤0.01% | 1562 |
|
|
2019
Q4 | $977K | Buy |
19,955
+11,408
| +133% | +$531K | ﹤0.01% | 1848 |
|
|
2019
Q3 | $376K | Buy |
+8,547
| New | +$378K | ﹤0.01% | 2487 |
|
|
2019
Q1 | – | Sell |
-22,628
| Closed | -$909K | – | 2819 |
|
|
2018
Q4 | $909K | Buy |
+22,628
| New | +$984K | ﹤0.01% | 1835 |
|
Other funds holding LKFN
VCM
SAM
CCM
VPM