O'Shaughnessy Asset Management’s Lakeland Financial Corp LKFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
7,435
+3,467
| +87% | +$213K | ﹤0.01% | 1432 |
|
|
2025
Q1 | $236K | Buy |
3,968
+852
| +27% | +$50.6K | ﹤0.01% | 1711 |
|
|
2024
Q4 | $214K | Buy |
+3,116
| New | +$214K | ﹤0.01% | 1712 |
|
|
2021
Q4 | – | Sell |
-72
| Closed | -$5K | – | 1920 |
|
|
2021
Q3 | $5K | Sell |
72
-2
| -3% | -$139 | ﹤0.01% | 2332 |
|
|
2021
Q2 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 2144 |
|
|
2017
Q3 | – | Sell |
-12,820
| Closed | -$588K | – | 948 |
|
|
2017
Q2 | $588K | Hold |
12,820
| – | – | 0.01% | 339 |
|
|
2017
Q1 | $553K | Buy |
12,820
+1,352
| +12% | +$58.3K | 0.01% | 345 |
|
|
2016
Q4 | $543K | Buy |
11,468
+9,346
| +440% | +$443K | 0.01% | 350 |
|
|
2016
Q3 | $75K | Sell |
2,122
-1
| -0% | -$35 | ﹤0.01% | 648 |
|
|
2016
Q2 | $67K | Sell |
2,123
-46
| -2% | -$1.45K | ﹤0.01% | 656 |
|
|
2016
Q1 | $67K | Hold |
2,169
| – | – | ﹤0.01% | 573 |
|
|
2015
Q4 | $67K | Buy |
+2,169
| New | +$67K | ﹤0.01% | 594 |
|
|
2015
Q1 | – | Sell |
-32
| Closed | -$1K | – | 1077 |
|
|
2014
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 984 |
|
|
2014
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 941 |
|
|
2014
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 943 |
|
|
2014
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 940 |
|
|
2013
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 944 |
|