OneDigital Investment Advisors’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-510
| Closed | -$24K | – | 861 |
|
|
2019
Q2 | $24K | Hold |
510
| – | – | ﹤0.01% | 754 |
|
|
2019
Q1 | $23K | Hold |
510
| – | – | ﹤0.01% | 689 |
|
|
2018
Q4 | $20K | Hold |
510
| – | – | ﹤0.01% | 690 |
|
|
2018
Q3 | $24K | Hold |
510
| – | – | 0.01% | 608 |
|
|
2018
Q2 | $25K | Hold |
510
| – | – | 0.01% | 724 |
|
|
2018
Q1 | $24K | Hold |
510
| – | – | 0.01% | 752 |
|
|
2017
Q4 | $25K | Hold |
510
| – | – | ﹤0.01% | 725 |
|
|
2017
Q3 | $25K | Hold |
510
| – | – | 0.01% | 579 |
|
|
2017
Q2 | $23K | Buy |
+510
| New | +$23K | 0.01% | 701 |
|