JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123 | Sell |
2
-6
| -75% | -$369 | ﹤0.01% | 1802 |
|
|
2025
Q1 | $476 | Hold |
8
| – | – | ﹤0.01% | 1771 |
|
|
2024
Q4 | $551 | Hold |
8
| – | – | ﹤0.01% | 1765 |
|
|
2024
Q3 | $521 | Hold |
8
| – | – | ﹤0.01% | 1790 |
|
|
2024
Q2 | $493 | Hold |
8
| – | – | ﹤0.01% | 1810 |
|
|
2024
Q1 | $531 | Hold |
8
| – | – | ﹤0.01% | 1778 |
|
|
2023
Q4 | $522 | Buy |
8
+6
| +300% | +$392 | ﹤0.01% | 1796 |
|
|
2023
Q3 | $95 | Sell |
2
-2
| -50% | -$95 | ﹤0.01% | 1909 |
|
|
2023
Q2 | $195 | Sell |
4
-4
| -50% | -$195 | ﹤0.01% | 1877 |
|
|
2023
Q1 | $502 | Buy |
8
+1
| +14% | +$63 | ﹤0.01% | 1719 |
|
|
2022
Q4 | $511 | Buy |
7
+1
| +17% | +$73 | ﹤0.01% | 1731 |
|
|
2022
Q3 | $0 | Buy |
6
+5
| +500% | – | ﹤0.01% | 1841 |
|
|
2022
Q2 | $0 | Sell |
1
-4
| -80% | – | ﹤0.01% | 1854 |
|
|
2022
Q1 | $0 | Buy |
5
+3
| +150% | – | ﹤0.01% | 1905 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1811 |
|