IFP 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 | $2.47K | Sell |
43
-57
| -57% | -$3.34K | ﹤0.01% | 3878 |
|
|
2025
Q4 | $5.71K | Sell |
100
-68
| -40% | -$4.04K | ﹤0.01% | 3351 |
|
|
2025
Q3 | $10.8K | Buy |
168
+9
| +6% | +$584 | ﹤0.01% | 2867 |
|
|
2025
Q2 | $9.77K | Buy |
159
+156
| +5,200% | +$9.05K | ﹤0.01% | 2935 |
|
|
2025
Q1 | $178 | Hold |
3
| – | – | ﹤0.01% | 3696 |
|
|
2024
Q4 | $206 | Buy |
+3
| New | +$208 | ﹤0.01% | 3729 |
|
|
2023
Q1 | – | Sell |
-111
| Closed | -$4K | – | 3993 |
|
|
2022
Q4 | $4K | Sell |
111
-27
| -20% | -$2.07K | ﹤0.01% | 3912 |
|
|
2022
Q3 | $5K | Buy |
138
+2
| +1% | +$149 | ﹤0.01% | 4036 |
|
|
2022
Q2 | $5K | Hold |
136
| – | – | ﹤0.01% | 3796 |
|
|
2022
Q1 | $5K | Buy |
+136
| New | +$10.9K | ﹤0.01% | 3796 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4108 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3839 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3761 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3602 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3479 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3326 |
|
|
2019
Q1 | – | Sell |
-21
| Closed | -$1K | – | 2957 |
|
|
2018
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 3337 |
|
|
2018
Q3 | $1K | Sell |
21
-48
| -70% | -$2.35K | ﹤0.01% | 3697 |
|
|
2018
Q2 | $3K | Buy |
69
+48
| +229% | +$2.33K | ﹤0.01% | 3489 |
|
|
2018
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 3644 |
|
|
2017
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 3695 |
|
|
2017
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 3922 |
|
|
2017
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 3905 |
|
|
2017
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 3824 |
|
|
2016
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 3802 |
|
|
2016
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 3744 |
|
|
2016
Q2 | $1K | Buy |
+21
| New | +$659 | ﹤0.01% | 3643 |
|
Other funds holding LKFN
VCM
SAM
CCM
VPM