O'Shaughnessy Asset Management’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $490K | Buy |
8,544
+1,023
| +14% | +$60K | ﹤0.01% | 1539 |
|
|
2025
Q4 | $429K | Sell |
7,521
-267
| -3% | -$15.9K | ﹤0.01% | 1576 |
|
|
2025
Q3 | $500K | Buy |
7,788
+353
| +5% | +$22.9K | ﹤0.01% | 1489 |
|
|
2025
Q2 | $457K | Buy |
7,435
+3,467
| +87% | +$201K | ﹤0.01% | 1432 |
|
|
2025
Q1 | $236K | Buy |
3,968
+852
| +27% | +$55.9K | ﹤0.01% | 1711 |
|
|
2024
Q4 | $214K | Buy |
+3,116
| New | +$216K | ﹤0.01% | 1712 |
|
|
2021
Q4 | – | Sell |
-72
| Closed | -$5K | – | 1920 |
|
|
2021
Q3 | $5K | Sell |
72
-2
| -3% | -$130 | ﹤0.01% | 2332 |
|
|
2021
Q2 | $5K | Buy |
+74
| New | +$4.74K | ﹤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% | +$60.4K | 0.01% | 345 |
|
|
2016
Q4 | $543K | Buy |
11,468
+9,346
| +440% | +$381K | 0.01% | 350 |
|
|
2016
Q3 | $75K | Sell |
2,122
-1
| -0% | -$35 | ﹤0.01% | 648 |
|
|
2016
Q2 | $67K | Sell |
2,123
-46
| -2% | -$1.44K | ﹤0.01% | 656 |
|
|
2016
Q1 | $67K | Hold |
2,169
| – | – | ﹤0.01% | 573 |
|
|
2015
Q4 | $67K | Buy |
+2,169
| New | +$67.5K | ﹤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 | +$768 | ﹤0.01% | 944 |
|
Other funds holding LKFN
VCM
SAM
CCM
VPM