Pathstone Family Office’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,419
| Closed | -$214K | – | 1273 |
|
|
2023
Q1 | $214K | Sell |
3,419
-3,689
| -52% | -$231K | ﹤0.01% | 1058 |
|
|
2022
Q4 | $519K | Sell |
7,108
-2,230
| -24% | -$163K | ﹤0.01% | 1079 |
|
|
2022
Q3 | $681K | Buy |
9,338
+4,695
| +101% | +$342K | 0.01% | 939 |
|
|
2022
Q2 | $308K | Buy |
4,643
+143
| +3% | +$9.5K | 0.01% | 782 |
|
|
2022
Q1 | $329K | Hold |
4,500
| – | – | 0.01% | 710 |
|
|
2021
Q4 | $361K | Hold |
4,500
| – | – | 0.01% | 656 |
|
|
2021
Q3 | $321K | Buy |
4,500
+400
| +10% | +$28.5K | 0.01% | 658 |
|
|
2021
Q2 | $253K | Buy |
+4,100
| New | +$253K | 0.01% | 694 |
|
|
2020
Q4 | – | Sell |
-6,610
| Closed | -$272K | – | 1236 |
|
|
2020
Q3 | $272K | Buy |
+6,610
| New | +$272K | 0.03% | 165 |
|
|
2019
Q2 | – | Sell |
-44
| Closed | -$2K | – | 779 |
|
|
2019
Q1 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 780 |
|
|
2017
Q2 | – | Sell |
-37
| Closed | -$2K | – | 534 |
|
|
2017
Q1 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 392 |
|