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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $214K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5K | Sell |
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|
2021
Q2 | $5K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $588K | Hold |
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|
2017
Q1 | $553K | Buy |
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|
2016
Q4 | $543K | Buy |
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|
2016
Q3 | $75K | Sell |
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|
2016
Q2 | $67K | Sell |
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|
2016
Q1 | $67K | Hold |
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|
2015
Q4 | $67K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1K | Hold |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $1K | Hold |
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|
2013
Q4 | $1K | Buy |
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