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Patriot Financial Group Insurance Agency’s Lakeland Financial Corp LKFN Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2
Closed – – 1930
2020
Q3 		$0 Hold
2
– – ﹤0.01% 1767
2020
Q2 		$0 Hold
2
– – ﹤0.01% 1761
2020
Q1 		$0 Hold
2
– – ﹤0.01% 1656
2019
Q4 		$0 Buy
+2
New +$93 ﹤0.01% 1388

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SAM
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Franklin Resources
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
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Ameriprise
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Patriot Financial Group Insurance Agency's LKFN Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Lakeland Financial Corp (LKFN) in Q4 2020, closing a stake of 2 shares.

Patriot Financial Group Insurance Agency first reported a position in LKFN in Q4 2019 and held it in 4 quarters. The position peaked at $0 in Q3 2020. 145 funds tracked by Wall St. Rank hold LKFN as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Lakeland Financial Corp position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2 Lakeland Financial Corp shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Lakeland Financial Corp in Q4 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Lakeland Financial Corp position peaked at $0 in Q3 2020.
  • 145 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.