Mutual of America 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 | $202K | Sell |
3,283
-432
| -12% | -$26.5K | ﹤0.01% | 1307 |
|
2025
Q1 | $221K | Sell |
3,715
-149
| -4% | -$8.86K | ﹤0.01% | 1321 |
|
2024
Q4 | $266K | Buy |
3,864
+27
| +0.7% | +$1.86K | ﹤0.01% | 1306 |
|
2024
Q3 | $250K | Sell |
3,837
-355
| -8% | -$23.1K | ﹤0.01% | 1340 |
|
2024
Q2 | $258K | Sell |
4,192
-190
| -4% | -$11.7K | ﹤0.01% | 1323 |
|
2024
Q1 | $291K | Sell |
4,382
-69
| -2% | -$4.58K | ﹤0.01% | 1318 |
|
2023
Q4 | $290K | Sell |
4,451
-33,298
| -88% | -$2.17M | ﹤0.01% | 1306 |
|
2023
Q3 | $1.79M | Sell |
37,749
-2,491
| -6% | -$118K | 0.02% | 908 |
|
2023
Q2 | $1.95M | Sell |
40,240
-2,945
| -7% | -$143K | 0.02% | 920 |
|
2023
Q1 | $2.71M | Buy |
43,185
+37,872
| +713% | +$2.37M | 0.03% | 775 |
|
2022
Q4 | $388K | Buy |
5,313
+269
| +5% | +$19.6K | ﹤0.01% | 1187 |
|
2022
Q3 | $367K | Buy |
5,044
+787
| +18% | +$57.3K | 0.01% | 1179 |
|
2022
Q2 | $283K | Buy |
4,257
+611
| +17% | +$40.6K | ﹤0.01% | 1217 |
|
2022
Q1 | $266K | Buy |
3,646
+190
| +5% | +$13.9K | ﹤0.01% | 1263 |
|
2021
Q4 | $277K | Buy |
3,456
+82
| +2% | +$6.57K | ﹤0.01% | 1254 |
|
2021
Q3 | $240K | Buy |
+3,374
| New | +$240K | ﹤0.01% | 1300 |
|
2015
Q3 | – | Sell |
-2,058
| Closed | -$60K | – | 1265 |
|
2015
Q2 | $60K | Hold |
2,058
| – | – | ﹤0.01% | 1156 |
|
2015
Q1 | $56K | Hold |
2,058
| – | – | ﹤0.01% | 1156 |
|
2014
Q4 | $60K | Hold |
2,058
| – | – | ﹤0.01% | 1152 |
|
2014
Q3 | $51K | Hold |
2,058
| – | – | ﹤0.01% | 1169 |
|
2014
Q2 | $52K | Hold |
2,058
| – | – | ﹤0.01% | 1177 |
|
2014
Q1 | $55K | Hold |
2,058
| – | – | ﹤0.01% | 1181 |
|
2013
Q4 | $54K | Buy |
+2,058
| New | +$54K | ﹤0.01% | 1185 |
|