Raymond James Financial Services 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $803K | Buy |
12,338
+4,736
| +62% | +$308K | ﹤0.01% | 2300 |
|
2024
Q2 | $468K | Buy |
7,602
+1
| +0% | +$62 | ﹤0.01% | 2582 |
|
2024
Q1 | $504K | Buy |
7,601
+3,410
| +81% | +$226K | ﹤0.01% | 2497 |
|
2023
Q4 | $273K | Buy |
+4,191
| New | +$273K | ﹤0.01% | 2794 |
|
2021
Q4 | – | Sell |
-17,673
| Closed | -$1.26M | – | 3303 |
|
2021
Q3 | $1.26M | Sell |
17,673
-649
| -4% | -$46.2K | ﹤0.01% | 1801 |
|
2021
Q2 | $1.13M | Buy |
18,322
+125
| +0.7% | +$7.7K | ﹤0.01% | 1864 |
|
2021
Q1 | $1.26M | Sell |
18,197
-1,000
| -5% | -$69.2K | ﹤0.01% | 1689 |
|
2020
Q4 | $1.03M | Sell |
19,197
-890
| -4% | -$47.7K | ﹤0.01% | 1683 |
|
2020
Q3 | $828K | Sell |
20,087
-100
| -0.5% | -$4.12K | ﹤0.01% | 1665 |
|
2020
Q2 | $941K | Buy |
+20,187
| New | +$941K | ﹤0.01% | 1526 |
|
2020
Q1 | – | Sell |
-20,787
| Closed | -$1.02M | – | 2636 |
|
2019
Q4 | $1.02M | Sell |
20,787
-12,549
| -38% | -$614K | ﹤0.01% | 1528 |
|
2019
Q3 | $1.47M | Sell |
33,336
-6,451
| -16% | -$284K | 0.01% | 1265 |
|
2019
Q2 | $1.86M | Hold |
39,787
| – | – | 0.01% | 1148 |
|
2019
Q1 | $1.8M | Buy |
39,787
+6,917
| +21% | +$313K | 0.01% | 1118 |
|
2018
Q4 | $1.32M | Buy |
32,870
+39
| +0.1% | +$1.57K | 0.01% | 1130 |
|
2018
Q3 | $1.53M | Hold |
32,831
| – | – | 0.01% | 1218 |
|
2018
Q2 | $1.58M | Sell |
32,831
-435
| -1% | -$21K | 0.01% | 1157 |
|
2018
Q1 | $1.54M | Buy |
+33,266
| New | +$1.54M | 0.01% | 1064 |
|