KFG Wealth Management’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 | $789K | Buy |
12,837
+310
| +2% | +$19.1K | 0.13% | 89 |
|
|
2025
Q1 | $745K | Sell |
12,527
-19
| -0.2% | -$1.13K | 0.14% | 86 |
|
|
2024
Q4 | $863K | Sell |
12,546
-1,500
| -11% | -$103K | 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% | -$166K | 0.41% | 50 |
|
|
2023
Q4 | $1.14M | Sell |
17,527
-5,000
| -22% | -$326K | 0.52% | 35 |
|
|
2023
Q3 | $1.07M | Hold |
22,527
| – | – | 0.58% | 37 |
|
|
2023
Q2 | $1.09M | Buy |
22,527
+9,444
| +72% | +$458K | 0.64% | 29 |
|
|
2023
Q1 | $765K | Hold |
13,083
| – | – | 0.53% | 32 |
|
|
2022
Q4 | $955K | Buy |
+13,083
| New | +$955K | 0.98% | 21 |
|