Morgan Stanley’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 | $13.4M | Sell |
218,023
-38,227
| -15% | -$2.35M | ﹤0.01% | 3171 |
|
|
2025
Q1 | $15.2M | Sell |
256,250
-191
| -0.1% | -$11.4K | ﹤0.01% | 2963 |
|
|
2024
Q4 | $17.6M | Sell |
256,441
-23,439
| -8% | -$1.61M | ﹤0.01% | 2885 |
|
|
2024
Q3 | $18.2M | Buy |
279,880
+35,627
| +15% | +$2.32M | ﹤0.01% | 2891 |
|
|
2024
Q2 | $15M | Sell |
244,253
-7,197
| -3% | -$443K | ﹤0.01% | 2971 |
|
|
2024
Q1 | $16.7M | Sell |
251,450
-193,714
| -44% | -$12.8M | ﹤0.01% | 2892 |
|
|
2023
Q4 | $29M | Buy |
445,164
+247,963
| +126% | +$16.2M | ﹤0.01% | 3008 |
|
|
2023
Q3 | $9.36M | Sell |
197,201
-7,105
| -3% | -$337K | ﹤0.01% | 3179 |
|
|
2023
Q2 | $9.91M | Buy |
204,306
+11,681
| +6% | +$567K | ﹤0.01% | 3177 |
|
|
2023
Q1 | $12.1M | Buy |
192,625
+18,782
| +11% | +$1.18M | ﹤0.01% | 2967 |
|
|
2022
Q4 | $12.7M | Buy |
173,843
+814
| +0.5% | +$59.4K | ﹤0.01% | 2833 |
|
|
2022
Q3 | $12.6M | Buy |
173,029
+8,022
| +5% | +$584K | ﹤0.01% | 2716 |
|
|
2022
Q2 | $11M | Buy |
165,007
+36,684
| +29% | +$2.44M | ﹤0.01% | 2982 |
|
|
2022
Q1 | $9.37M | Buy |
128,323
+15,508
| +14% | +$1.13M | ﹤0.01% | 2972 |
|
|
2021
Q4 | $9.04M | Buy |
112,815
+19,529
| +21% | +$1.57M | ﹤0.01% | 3054 |
|
|
2021
Q3 | $6.65M | Buy |
93,286
+72,920
| +358% | +$5.2M | ﹤0.01% | 3384 |
|
|
2021
Q2 | $1.26M | Sell |
20,366
-22,640
| -53% | -$1.4M | ﹤0.01% | 4946 |
|
|
2021
Q1 | $2.98M | Sell |
43,006
-6,284
| -13% | -$435K | ﹤0.01% | 3936 |
|
|
2020
Q4 | $2.64M | Buy |
49,290
+33,554
| +213% | +$1.8M | ﹤0.01% | 3908 |
|
|
2020
Q3 | $648K | Buy |
15,736
+4,990
| +46% | +$205K | ﹤0.01% | 4495 |
|
|
2020
Q2 | $500K | Sell |
10,746
-22,573
| -68% | -$1.05M | ﹤0.01% | 4593 |
|
|
2020
Q1 | $1.22M | Sell |
33,319
-16,026
| -32% | -$589K | ﹤0.01% | 3793 |
|
|
2019
Q4 | $2.42M | Buy |
49,345
+36,979
| +299% | +$1.81M | ﹤0.01% | 3886 |
|
|
2019
Q3 | $544K | Buy |
12,366
+7,013
| +131% | +$309K | ﹤0.01% | 4647 |
|
|
2019
Q2 | $250K | Sell |
5,353
-2,231
| -29% | -$104K | ﹤0.01% | 4933 |
|
|
2019
Q1 | $344K | Sell |
7,584
-53,046
| -87% | -$2.41M | ﹤0.01% | 4773 |
|
|
2018
Q4 | $2.44M | Sell |
60,630
-18,836
| -24% | -$756K | ﹤0.01% | 3600 |
|
|
2018
Q3 | $3.69M | Buy |
79,466
+4,092
| +5% | +$190K | ﹤0.01% | 3496 |
|
|
2018
Q2 | $3.63M | Sell |
75,374
-20,838
| -22% | -$1M | ﹤0.01% | 3530 |
|
|
2018
Q1 | $4.45M | Buy |
96,212
+6,028
| +7% | +$279K | ﹤0.01% | 3149 |
|
|
2017
Q4 | $4.37M | Sell |
90,184
-17,312
| -16% | -$839K | ﹤0.01% | 3256 |
|
|
2017
Q3 | $5.24M | Buy |
107,496
+37,791
| +54% | +$1.84M | ﹤0.01% | 2918 |
|
|
2017
Q2 | $3.2M | Sell |
69,705
-13,352
| -16% | -$613K | ﹤0.01% | 3339 |
|
|
2017
Q1 | $3.58M | Sell |
83,057
-44,194
| -35% | -$1.91M | ﹤0.01% | 3229 |
|
|
2016
Q4 | $6.03M | Buy |
127,251
+83,574
| +191% | +$3.96M | ﹤0.01% | 2801 |
|
|
2016
Q3 | $1.55M | Buy |
43,677
+30,528
| +232% | +$1.08M | ﹤0.01% | 3714 |
|
|
2016
Q2 | $413K | Sell |
13,149
-510
| -4% | -$16K | ﹤0.01% | 4540 |
|
|
2016
Q1 | $417K | Buy |
13,659
+2,145
| +19% | +$65.5K | ﹤0.01% | 4552 |
|
|
2015
Q4 | $358K | Sell |
11,514
-564
| -5% | -$17.5K | ﹤0.01% | 4759 |
|
|
2015
Q3 | $363K | Sell |
12,078
-16,461
| -58% | -$495K | ﹤0.01% | 4784 |
|
|
2015
Q2 | $826K | Sell |
28,539
-14,450
| -34% | -$418K | ﹤0.01% | 4346 |
|
|
2015
Q1 | $1.16M | Sell |
42,989
-14,214
| -25% | -$385K | ﹤0.01% | 4013 |
|
|
2014
Q4 | $1.66M | Sell |
57,203
-6,163
| -10% | -$179K | ﹤0.01% | 3723 |
|
|
2014
Q3 | $1.58M | Buy |
63,366
+16,599
| +35% | +$415K | ﹤0.01% | 3626 |
|
|
2014
Q2 | $1.19M | Buy |
46,767
+26,838
| +135% | +$682K | ﹤0.01% | 3924 |
|
|
2014
Q1 | $535K | Sell |
19,929
-26,454
| -57% | -$710K | ﹤0.01% | 4505 |
|
|
2013
Q4 | $1.21M | Sell |
46,383
-23,132
| -33% | -$601K | ﹤0.01% | 3771 |
|
|
2013
Q3 | $1.51M | Sell |
69,515
-71,989
| -51% | -$1.57M | ﹤0.01% | 3455 |
|
|
2013
Q2 | $2.62M | Buy |
+141,504
| New | +$2.62M | ﹤0.01% | 2932 |
|