J.P. Morgan Private Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $359K | Sell |
7,559
-466
| -6% | -$22.1K | ﹤0.01% | 1389 |
|
|
2023
Q2 | $389K | Sell |
8,025
-3,368
| -30% | -$163K | ﹤0.01% | 1129 |
|
|
2023
Q1 | $714K | Buy |
11,393
+288
| +3% | +$18K | ﹤0.01% | 1326 |
|
|
2022
Q4 | $810K | Sell |
11,105
-1,665
| -13% | -$121K | ﹤0.01% | 1248 |
|
|
2022
Q3 | $930K | Buy |
12,770
+4,412
| +53% | +$321K | ﹤0.01% | 1172 |
|
|
2022
Q2 | $555K | Buy |
+8,358
| New | +$555K | ﹤0.01% | 1414 |
|