Monarch Capital 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 | $9.49M | Buy |
154,493
+1,720
| +1% | +$106K | 2.55% | 12 |
|
|
2025
Q1 | $9.08M | Sell |
152,773
-2,315
| -1% | -$138K | 2.52% | 12 |
|
|
2024
Q4 | $10.7M | Sell |
155,088
-2,637
| -2% | -$181K | 2.92% | 7 |
|
|
2024
Q3 | $10.3M | Sell |
157,725
-1,120
| -0.7% | -$72.9K | 2.77% | 10 |
|
|
2024
Q2 | $9.77M | Sell |
158,845
-1,775
| -1% | -$109K | 2.87% | 8 |
|
|
2024
Q1 | $10.7M | Sell |
160,620
-2,885
| -2% | -$191K | 3.01% | 7 |
|
|
2023
Q4 | $10.7M | Sell |
163,505
-3,591
| -2% | -$234K | 3.23% | 6 |
|
|
2023
Q3 | $7.93M | Sell |
167,096
-1,075
| -0.6% | -$51K | 2.55% | 11 |
|
|
2023
Q2 | $8.16M | Buy |
168,171
+458
| +0.3% | +$22.2K | 2.47% | 10 |
|
|
2023
Q1 | $10.5M | Sell |
167,713
-2,252
| -1% | -$141K | 3.22% | 6 |
|
|
2022
Q4 | $12.4M | Sell |
169,965
-6,884
| -4% | -$502K | 3.8% | 3 |
|
|
2022
Q3 | $12.9M | Sell |
176,849
-5,901
| -3% | -$430K | 4.2% | 2 |
|
|
2022
Q2 | $12.1M | Sell |
182,750
-1,105
| -0.6% | -$73.4K | 3.62% | 3 |
|
|
2022
Q1 | $13.4M | Sell |
183,855
-3,543
| -2% | -$259K | 3.55% | 3 |
|
|
2021
Q4 | $15M | Sell |
187,398
-8,122
| -4% | -$651K | 3.85% | 4 |
|
|
2021
Q3 | $13.9M | Sell |
195,520
-1,125
| -0.6% | -$80.1K | 3.87% | 2 |
|
|
2021
Q2 | $12.1M | Buy |
196,645
+710
| +0.4% | +$43.8K | 3.46% | 2 |
|
|
2021
Q1 | $13.6M | Sell |
195,935
-5,101
| -3% | -$353K | 4.02% | 2 |
|
|
2020
Q4 | $10.8M | Sell |
201,036
-555
| -0.3% | -$29.7K | 3.39% | 3 |
|
|
2020
Q3 | $8.31M | Sell |
201,591
-294
| -0.1% | -$12.1K | 2.89% | 9 |
|
|
2020
Q2 | $9.41M | Sell |
201,885
-1,339
| -0.7% | -$62.4K | 3.44% | 4 |
|
|
2020
Q1 | $7.47M | Buy |
203,224
+2,702
| +1% | +$99.3K | 3.05% | 6 |
|
|
2019
Q4 | $9.81M | Buy |
200,522
+4,035
| +2% | +$197K | 3.2% | 3 |
|
|
2019
Q3 | $8.64M | Buy |
196,487
+1,811
| +0.9% | +$79.6K | 3.02% | 6 |
|
|
2019
Q2 | $9.12M | Sell |
194,676
-1,084
| -0.6% | -$50.8K | 3.26% | 4 |
|
|
2019
Q1 | $8.85M | Sell |
195,760
-220
| -0.1% | -$9.95K | 3.21% | 4 |
|
|
2018
Q4 | $7.87M | Buy |
195,980
+8,465
| +5% | +$340K | 3.19% | 5 |
|
|
2018
Q3 | $8.72M | Sell |
187,515
-4,297
| -2% | -$200K | 3.15% | 5 |
|
|
2018
Q2 | $9.24M | Sell |
191,812
-915
| -0.5% | -$44.1K | 3.54% | 1 |
|
|
2018
Q1 | $8.91M | Buy |
192,727
+1,291
| +0.7% | +$59.7K | 3.43% | 1 |
|
|
2017
Q4 | $9.28M | Sell |
191,436
-13,516
| -7% | -$655K | 3.45% | 2 |
|
|
2017
Q3 | $9.99M | Sell |
204,952
-2,881
| -1% | -$140K | 3.72% | 1 |
|
|
2017
Q2 | $9.54M | Sell |
207,833
-8,531
| -4% | -$391K | 3.61% | 3 |
|
|
2017
Q1 | $9.33M | Sell |
216,364
-8,037
| -4% | -$347K | 3.41% | 3 |
|
|
2016
Q4 | $10.6M | Sell |
224,401
-6,402
| -3% | -$303K | 3.97% | 2 |
|
|
2016
Q3 | $8.18M | Sell |
230,803
-1,772
| -0.8% | -$62.8K | 3.1% | 6 |
|
|
2016
Q2 | $7.29M | Sell |
232,575
-1,950
| -0.8% | -$61.1K | 2.71% | 9 |
|
|
2016
Q1 | $7.16M | Buy |
234,525
+1,927
| +0.8% | +$58.8K | 2.58% | 9 |
|
|
2015
Q4 | $7.23M | Sell |
232,598
-8,250
| -3% | -$256K | 2.78% | 9 |
|
|
2015
Q3 | $7.25M | Sell |
240,848
-7,104
| -3% | -$214K | 2.95% | 6 |
|
|
2015
Q2 | $7.17M | Buy |
247,952
+1,707
| +0.7% | +$49.4K | 2.74% | 6 |
|
|
2015
Q1 | $6.66M | Buy |
246,245
+2,531
| +1% | +$68.5K | 2.52% | 10 |
|
|
2014
Q4 | $7.06M | Sell |
243,714
-2,448
| -1% | -$70.9K | 2.67% | 8 |
|
|
2014
Q3 | $6.15M | Sell |
246,162
-28,763
| -10% | -$719K | 2.46% | 13 |
|
|
2014
Q2 | $6.99M | Sell |
274,925
-4,474
| -2% | -$114K | 2.7% | 9 |
|
|
2014
Q1 | $7.49M | Sell |
279,399
-4,725
| -2% | -$127K | 2.96% | 7 |
|
|
2013
Q4 | $7.39M | Sell |
284,124
-15,450
| -5% | -$402K | 2.9% | 8 |
|
|
2013
Q3 | $6.52M | Buy |
299,574
+10,021
| +3% | +$218K | 2.73% | 9 |
|
|
2013
Q2 | $5.36M | Buy |
+289,553
| New | +$5.36M | 2.31% | 15 |
|