JFS Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History

JFS Wealth Advisors’s Portfolio LKFN Stock Details LKFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$247	Hold	4	–	–	﹤0.01%	2108
2026 Q1	$230	Sell	4 -6	-60%	-$352	﹤0.01%	1817
2025 Q4	$571	Buy	10 +8	+400%	+$475	﹤0.01%	1779
2025 Q3	$129	Hold	2	–	–	﹤0.01%	1838
2025 Q2	$123	Sell	2 -6	-75%	-$348	﹤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%	+$331	﹤0.01%	1796
2023 Q3	$95	Sell	2 -2	-50%	-$103	﹤0.01%	1909
2023 Q2	$195	Sell	4 -4	-50%	-$209	﹤0.01%	1877
2023 Q1	$502	Buy	8 +1	+14%	+$70	﹤0.01%	1719
2022 Q4	$511	Buy	7 +1	+17%	+$77	﹤0.01%	1731
2022 Q3	$0	Buy	6 +5	+500%	+$373	﹤0.01%	1841
2022 Q2	$0	Sell	1 -4	-80%	-$285	﹤0.01%	1854
2022 Q1	$0	Buy	5 +3	+150%	+$240	﹤0.01%	1905
2021 Q4	$0	Buy	+2	New	+$149	﹤0.01%	1812

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First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return