Plante Moran Financial Advisors’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
Q4 | – | Sell |
-468
| Closed | -$22.2K | – | 882 |
|
|
2023
Q3 | $22.2K | Hold |
468
| – | – | ﹤0.01% | 416 |
|
|
2023
Q2 | $22.7K | Hold |
468
| – | – | ﹤0.01% | 418 |
|
|
2023
Q1 | $29.3K | Buy |
468
+3
| +0.6% | +$188 | ﹤0.01% | 379 |
|
|
2022
Q4 | $34K | Buy |
465
+2
| +0.4% | +$146 | ﹤0.01% | 365 |
|
|
2022
Q3 | $34K | Buy |
463
+2
| +0.4% | +$147 | 0.01% | 363 |
|
|
2022
Q2 | $31K | Buy |
461
+3
| +0.7% | +$202 | 0.01% | 383 |
|
|
2022
Q1 | $33K | Buy |
458
+2
| +0.4% | +$144 | 0.01% | 396 |
|
|
2021
Q4 | $37K | Buy |
456
+2
| +0.4% | +$162 | 0.01% | 418 |
|
|
2021
Q3 | $32K | Buy |
454
+2
| +0.4% | +$141 | 0.01% | 459 |
|
|
2021
Q2 | $28K | Buy |
452
+3
| +0.7% | +$186 | 0.01% | 491 |
|
|
2021
Q1 | $31K | Buy |
449
+2
| +0.4% | +$138 | 0.01% | 458 |
|
|
2020
Q4 | $24K | Buy |
447
+59
| +15% | +$3.17K | 0.01% | 493 |
|
|
2020
Q3 | $16K | Buy |
388
+76
| +24% | +$3.13K | 0.01% | 538 |
|
|
2020
Q2 | $15K | Buy |
312
+2
| +0.6% | +$96 | 0.01% | 479 |
|
|
2020
Q1 | $11K | Buy |
310
+2
| +0.6% | +$71 | 0.01% | 485 |
|
|
2019
Q4 | $15K | Buy |
308
+2
| +0.7% | +$97 | 0.01% | 502 |
|
|
2019
Q3 | $13K | Buy |
306
+2
| +0.7% | +$85 | ﹤0.01% | 555 |
|
|
2019
Q2 | $14K | Buy |
+304
| New | +$14K | ﹤0.01% | 525 |
|