Monarch Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

Monarch Capital Management’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 Q1	$8.49M	Sell	147,958 -5,507	-4%	-$323K	2.08%	15
2025 Q4	$8.76M	Sell	153,465 -473	-0.3%	-$28.1K	2.15%	15
2025 Q3	$9.88M	Sell	153,938 -555	-0.4%	-$36K	2.42%	11
2025 Q2	$9.49M	Buy	154,493 +1,720	+1%	+$99.8K	2.55%	12
2025 Q1	$9.08M	Sell	152,773 -2,315	-1%	-$152K	2.52%	12
2024 Q4	$10.7M	Sell	155,088 -2,637	-2%	-$183K	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%	-$108K	2.87%	8
2024 Q1	$10.7M	Sell	160,620 -2,885	-2%	-$186K	3.01%	7
2023 Q4	$10.7M	Sell	163,505 -3,591	-2%	-$198K	3.23%	6
2023 Q3	$7.93M	Sell	167,096 -1,075	-0.6%	-$55.6K	2.55%	11
2023 Q2	$8.16M	Buy	168,171 +458	+0.3%	+$24K	2.47%	10
2023 Q1	$10.5M	Sell	167,713 -2,252	-1%	-$157K	3.22%	6
2022 Q4	$12.4M	Sell	169,965 -6,884	-4%	-$527K	3.8%	3
2022 Q3	$12.9M	Sell	176,849 -5,901	-3%	-$440K	4.2%	2
2022 Q2	$12.1M	Sell	182,750 -1,105	-0.6%	-$78.8K	3.62%	3
2022 Q1	$13.4M	Sell	183,855 -3,543	-2%	-$283K	3.55%	3
2021 Q4	$15M	Sell	187,398 -8,122	-4%	-$605K	3.85%	4
2021 Q3	$13.9M	Sell	195,520 -1,125	-0.6%	-$73.2K	3.87%	2
2021 Q2	$12.1M	Buy	196,645 +710	+0.4%	+$45.4K	3.46%	2
2021 Q1	$13.6M	Sell	195,935 -5,101	-3%	-$335K	4.02%	2
2020 Q4	$10.8M	Sell	201,036 -555	-0.3%	-$28.2K	3.39%	3
2020 Q3	$8.31M	Sell	201,591 -294	-0.1%	-$13.3K	2.89%	9
2020 Q2	$9.41M	Sell	201,885 -1,339	-0.7%	-$54.8K	3.44%	4
2020 Q1	$7.47M	Buy	203,224 +2,702	+1%	+$117K	3.05%	6
2019 Q4	$9.81M	Buy	200,522 +4,035	+2%	+$188K	3.2%	3
2019 Q3	$8.64M	Buy	196,487 +1,811	+0.9%	+$80K	3.02%	6
2019 Q2	$9.12M	Sell	194,676 -1,084	-0.6%	-$50.5K	3.26%	4
2019 Q1	$8.85M	Sell	195,760 -220	-0.1%	-$10K	3.21%	4
2018 Q4	$7.87M	Buy	195,980 +8,465	+5%	+$368K	3.19%	5
2018 Q3	$8.72M	Sell	187,515 -4,297	-2%	-$210K	3.15%	5
2018 Q2	$9.24M	Sell	191,812 -915	-0.5%	-$44.5K	3.54%	1
2018 Q1	$8.91M	Buy	192,727 +1,291	+0.7%	+$61.9K	3.43%	1
2017 Q4	$9.28M	Sell	191,436 -13,516	-7%	-$661K	3.45%	2
2017 Q3	$9.98M	Sell	204,952 -2,881	-1%	-$130K	3.72%	1
2017 Q2	$9.54M	Sell	207,833 -8,531	-4%	-$380K	3.61%	3
2017 Q1	$9.33M	Sell	216,364 -8,037	-4%	-$359K	3.41%	3
2016 Q4	$10.6M	Sell	224,401 -6,402	-3%	-$261K	3.97%	2
2016 Q3	$8.18M	Sell	230,803 -1,772	-0.8%	-$61.2K	3.1%	6
2016 Q2	$7.29M	Sell	232,575 -1,950	-0.8%	-$61.2K	2.71%	9
2016 Q1	$7.16M	Buy	234,525 +1,927	+0.8%	+$55.8K	2.58%	9
2015 Q4	$7.23M	Sell	232,598 -8,250	-3%	-$257K	2.78%	9
2015 Q3	$7.25M	Sell	240,848 -7,104	-3%	-$200K	2.95%	6
2015 Q2	$7.17M	Buy	247,952 +1,707	+0.7%	+$46.3K	2.74%	6
2015 Q1	$6.66M	Buy	246,245 +2,531	+1%	+$67.7K	2.52%	10
2014 Q4	$7.06M	Sell	243,714 -2,448	-1%	-$65.8K	2.67%	8
2014 Q3	$6.15M	Sell	246,162 -28,763	-10%	-$730K	2.46%	13
2014 Q2	$6.99M	Sell	274,925 -4,474	-2%	-$111K	2.7%	9
2014 Q1	$7.49M	Sell	279,399 -4,725	-2%	-$120K	2.96%	7
2013 Q4	$7.39M	Sell	284,124 -15,450	-5%	-$371K	2.9%	8
2013 Q3	$6.52M	Buy	299,574 +10,021	+3%	+$212K	2.73%	9
2013 Q2	$5.36M	Buy	+289,553	New	+$5.25M	2.31%	15