KFG Wealth Management’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	$392K	Hold	6,827	–	–	0.05%	153
2025 Q4	$390K	Sell	6,827 -6,000	-47%	-$357K	0.05%	156
2025 Q3	$824K	Sell	12,827 -10	-0.1%	-$649	0.12%	85
2025 Q2	$789K	Buy	12,837 +310	+2%	+$18K	0.13%	89
2025 Q1	$745K	Sell	12,527 -19	-0.2%	-$1.25K	0.14%	86
2024 Q4	$863K	Sell	12,546 -1,500	-11%	-$104K	0.16%	66
2024 Q3	$915K	Sell	14,046 -981	-7%	-$63.9K	0.2%	71
2024 Q2	$924K	Hold	15,027	–	–	0.37%	53
2024 Q1	$997K	Sell	15,027 -2,500	-14%	-$162K	0.41%	50
2023 Q4	$1.14M	Sell	17,527 -5,000	-22%	-$276K	0.52%	35
2023 Q3	$1.07M	Hold	22,527	–	–	0.58%	37
2023 Q2	$1.09M	Buy	22,527 +9,444	+72%	+$494K	0.64%	29
2023 Q1	$765K	Hold	13,083	–	–	0.53%	32
2022 Q4	$955K	Buy	+13,083	New	+$1M	0.98%	21