NPIC
Neumeier Poma Investment Counsel’s Lakeland Financial Corp LKFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5M | Sell |
464,425
-10,677
| -2% | -$656K | 2.66% | 20 |
|
|
2025
Q1 | $28.2M | Sell |
475,102
-1,011
| -0.2% | -$60.1K | 3.04% | 11 |
|
|
2024
Q4 | $32.7M | Sell |
476,113
-12,389
| -3% | -$852K | 3.17% | 11 |
|
|
2024
Q3 | $31.8M | Sell |
488,502
-50,233
| -9% | -$3.27M | 3.03% | 12 |
|
|
2024
Q2 | $33.1M | Sell |
538,735
-13,245
| -2% | -$815K | 3.03% | 10 |
|
|
2024
Q1 | $36.6M | Buy |
551,980
+4,523
| +0.8% | +$300K | 3.36% | 13 |
|
|
2023
Q4 | $35.7M | Buy |
547,457
+245,825
| +81% | +$16M | 3.18% | 15 |
|
|
2023
Q3 | $14.3M | Buy |
301,632
+9,840
| +3% | +$467K | 1.4% | 31 |
|
|
2023
Q2 | $14.2M | Sell |
291,792
-33,412
| -10% | -$1.62M | 1.3% | 32 |
|
|
2023
Q1 | $20.4M | Sell |
325,204
-9,470
| -3% | -$593K | 1.9% | 25 |
|
|
2022
Q4 | $24.4M | Buy |
334,674
+8,232
| +3% | +$601K | 2.27% | 19 |
|
|
2022
Q3 | $23.8M | Sell |
326,442
-61,525
| -16% | -$4.48M | 2.35% | 20 |
|
|
2022
Q2 | $25.8M | Sell |
387,967
-11,580
| -3% | -$769K | 2.02% | 24 |
|
|
2022
Q1 | $29.2M | Sell |
399,547
-40,050
| -9% | -$2.92M | 1.96% | 29 |
|
|
2021
Q4 | $35.2M | Sell |
439,597
-23,475
| -5% | -$1.88M | 1.96% | 30 |
|
|
2021
Q3 | $33M | Sell |
463,072
-7,935
| -2% | -$565K | 1.96% | 30 |
|
|
2021
Q2 | $29M | Hold |
471,007
| – | – | 1.7% | 32 |
|
|
2021
Q1 | $32.6M | Buy |
471,007
+32,625
| +7% | +$2.26M | 1.96% | 26 |
|
|
2020
Q4 | $23.5M | Buy |
438,382
+90,145
| +26% | +$4.83M | 1.56% | 32 |
|
|
2020
Q3 | $14.3M | Buy |
348,237
+6,100
| +2% | +$251K | 1.18% | 36 |
|
|
2020
Q2 | $15.9M | Buy |
342,137
+85,125
| +33% | +$3.97M | 1.44% | 34 |
|
|
2020
Q1 | $9.45M | Buy |
257,012
+8,933
| +4% | +$328K | 0.97% | 40 |
|
|
2019
Q4 | $12.1M | Buy |
248,079
+19,315
| +8% | +$945K | 0.93% | 39 |
|
|
2019
Q3 | $10.1M | Buy |
228,764
+9,450
| +4% | +$416K | 0.84% | 39 |
|
|
2019
Q2 | $10.3M | Buy |
219,314
+9,212
| +4% | +$431K | 0.85% | 42 |
|
|
2019
Q1 | $9.5M | Sell |
210,102
-139,354
| -40% | -$6.3M | 0.8% | 40 |
|
|
2018
Q4 | $14M | Buy |
349,456
+4,063
| +1% | +$163K | 1.33% | 34 |
|
|
2018
Q3 | $16.1M | Buy |
345,393
+20,900
| +6% | +$971K | 1.33% | 33 |
|
|
2018
Q2 | $15.6M | Sell |
324,493
-22,865
| -7% | -$1.1M | 1.45% | 30 |
|
|
2018
Q1 | $16.1M | Sell |
347,358
-66,245
| -16% | -$3.06M | 1.65% | 30 |
|
|
2017
Q4 | $20.1M | Sell |
413,603
-3,577
| -0.9% | -$173K | 2.01% | 26 |
|
|
2017
Q3 | $20.3M | Sell |
417,180
-4,125
| -1% | -$201K | 2.12% | 25 |
|
|
2017
Q2 | $19.3M | Sell |
421,305
-512
| -0.1% | -$23.5K | 2.25% | 26 |
|
|
2017
Q1 | $18.2M | Sell |
421,817
-103,650
| -20% | -$4.47M | 2.17% | 27 |
|
|
2016
Q4 | $24.9M | Buy |
525,467
+30,011
| +6% | +$1.42M | 3.43% | 11 |
|
|
2016
Q3 | $17.5M | Buy |
495,456
+189,216
| +62% | +$6.7M | 2.63% | 21 |
|
|
2016
Q2 | $14.4M | Buy |
306,240
+33,750
| +12% | +$1.59M | 2.28% | 19 |
|
|
2016
Q1 | $12.5M | Buy |
272,490
+12,555
| +5% | +$575K | 1.98% | 27 |
|
|
2015
Q4 | $12.1M | Buy |
259,935
+8,300
| +3% | +$387K | 2.1% | 26 |
|
|
2015
Q3 | $11.4M | Buy |
251,635
+21,350
| +9% | +$964K | 2.15% | 24 |
|
|
2015
Q2 | $9.99M | Buy |
230,285
+1,150
| +0.5% | +$49.9K | 2.12% | 26 |
|
|
2015
Q1 | $9.3M | Buy |
229,135
+66,685
| +41% | +$2.71M | 2.04% | 29 |
|
|
2014
Q4 | $7.06M | Buy |
+162,450
| New | +$7.06M | 1.67% | 27 |
|