Plante Moran Financial Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Plante Moran Financial Advisors’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
2023 Q4	–	Sell	-468	Closed	-$22.2K	–	863
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%	+$209	﹤0.01%	379
2022 Q4	$34K	Buy	465 +2	+0.4%	+$153	﹤0.01%	365
2022 Q3	$34K	Buy	463 +2	+0.4%	+$149	0.01%	363
2022 Q2	$31K	Buy	461 +3	+0.7%	+$214	0.01%	384
2022 Q1	$33K	Buy	458 +2	+0.4%	+$160	0.01%	396
2021 Q4	$37K	Buy	456 +2	+0.4%	+$149	0.01%	418
2021 Q3	$32K	Buy	454 +2	+0.4%	+$130	0.01%	459
2021 Q2	$28K	Buy	452 +3	+0.7%	+$192	0.01%	491
2021 Q1	$31K	Buy	449 +2	+0.4%	+$131	0.01%	458
2020 Q4	$24K	Buy	447 +59	+15%	+$3K	0.01%	493
2020 Q3	$16K	Buy	388 +76	+24%	+$3.44K	0.01%	539
2020 Q2	$15K	Buy	312 +2	+0.6%	+$82	0.01%	480
2020 Q1	$11K	Buy	310 +2	+0.6%	+$87	0.01%	486
2019 Q4	$15K	Buy	308 +2	+0.7%	+$93	0.01%	503
2019 Q3	$13K	Buy	306 +2	+0.7%	+$88	﹤0.01%	555
2019 Q2	$14K	Buy	+304	New	+$14.2K	﹤0.01%	527

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plante Moran Financial Advisors's LKFN Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of Lakeland Financial Corp (LKFN) in Q4 2023, closing a stake of 468 shares — an estimated $22.2K sold.

Plante Moran Financial Advisors first reported a position in LKFN in Q2 2019 and held it in 18 quarters. The position peaked at $37K in Q4 2021. 207 funds tracked by Wall St. Rank hold LKFN as of Q4 2023.

Plante Moran Financial Advisors reported no remaining Lakeland Financial Corp position as of Q4 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 468 Lakeland Financial Corp shares in Q4 2023, an estimated $22.2K.
Plante Moran Financial Advisors first reported a position in Lakeland Financial Corp in Q2 2019 and held it in 18 quarters.
Plante Moran Financial Advisors's Lakeland Financial Corp position peaked at $37K in Q4 2021.
207 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.