RBA
Richard Bernstein Advisors’s Lakeland Financial Corp LKFN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-1,065
| Closed | -$43K | – | 242 |
|
2015
Q1 | $43K | Hold |
1,065
| – | – | 0.01% | 256 |
|
2014
Q4 | $46K | Sell |
1,065
-12,339
| -92% | -$533K | ﹤0.01% | 301 |
|
2014
Q3 | $503K | Hold |
13,404
| – | – | 0.05% | 234 |
|
2014
Q2 | $511K | Hold |
13,404
| – | – | 0.06% | 230 |
|
2014
Q1 | $539K | Hold |
13,404
| – | – | 0.08% | 221 |
|
2013
Q4 | $523K | Hold |
13,404
| – | – | 0.11% | 221 |
|
2013
Q3 | $438K | Hold |
13,404
| – | – | 0.13% | 214 |
|
2013
Q2 | $372K | Buy |
+13,404
| New | +$372K | 0.12% | 217 |
|