MGB Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Hold |
4,027
| – | – | 0.08% | 191 |
|
|
2025
Q1 | $239K | Hold |
4,027
| – | – | 0.09% | 189 |
|
|
2024
Q4 | $277K | Hold |
4,027
| – | – | 0.09% | 164 |
|
|
2024
Q3 | $262K | Hold |
4,027
| – | – | 0.1% | 159 |
|
|
2024
Q2 | $254K | Hold |
4,027
| – | – | 0.1% | 168 |
|
|
2024
Q1 | $267K | Hold |
4,027
| – | – | 0.11% | 160 |
|
|
2023
Q4 | $262K | Buy |
+4,027
| New | +$262K | 0.13% | 156 |
|