SBH
Segall Bryant & Hamill’s Lakeland Financial Corp LKFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-109,757
| Closed | -$7.55M | – | 609 |
|
|
2024
Q4 | $7.55M | Sell |
109,757
-771
| -0.7% | -$53K | 0.1% | 273 |
|
|
2024
Q3 | $7.2M | Sell |
110,528
-8,132
| -7% | -$530K | 0.1% | 275 |
|
|
2024
Q2 | $7.3M | Sell |
118,660
-16,054
| -12% | -$988K | 0.13% | 230 |
|
|
2024
Q1 | $8.93M | Sell |
134,714
-2,953
| -2% | -$196K | 0.17% | 208 |
|
|
2023
Q4 | $8.97M | Sell |
137,667
-1,994
| -1% | -$130K | 0.17% | 199 |
|
|
2023
Q3 | $6.63M | Sell |
139,661
-30,723
| -18% | -$1.46M | 0.08% | 277 |
|
|
2023
Q2 | $8.27M | Sell |
170,384
-1,721
| -1% | -$83.5K | 0.09% | 265 |
|
|
2023
Q1 | $10.8M | Sell |
172,105
-35,184
| -17% | -$2.2M | 0.12% | 219 |
|
|
2022
Q4 | $15.1M | Sell |
207,289
-37,608
| -15% | -$2.74M | 0.17% | 168 |
|
|
2022
Q3 | $17.8M | Buy |
244,897
+48,024
| +24% | +$3.5M | 0.21% | 132 |
|
|
2022
Q2 | $13.1M | Sell |
196,873
-58,459
| -23% | -$3.88M | 0.15% | 165 |
|
|
2022
Q1 | $18.6M | Sell |
255,332
-182,967
| -42% | -$13.4M | 0.18% | 147 |
|
|
2021
Q4 | $35.1M | Sell |
438,299
-120,816
| -22% | -$9.68M | 0.32% | 90 |
|
|
2021
Q3 | $39.8M | Sell |
559,115
-132,935
| -19% | -$9.47M | 0.38% | 81 |
|
|
2021
Q2 | $42.7M | Buy |
692,050
+55,601
| +9% | +$3.43M | 0.41% | 64 |
|
|
2021
Q1 | $44M | Sell |
636,449
-56,686
| -8% | -$3.92M | 0.44% | 63 |
|
|
2020
Q4 | $37.1M | Buy |
693,135
+60,997
| +10% | +$3.27M | 0.41% | 63 |
|
|
2020
Q3 | $26M | Buy |
632,138
+177,647
| +39% | +$7.32M | 0.35% | 75 |
|
|
2020
Q2 | $21.2M | Buy |
454,491
+54,654
| +14% | +$2.55M | 0.36% | 74 |
|
|
2020
Q1 | $14.7M | Buy |
399,837
+7,068
| +2% | +$260K | 0.3% | 82 |
|
|
2019
Q4 | $19.2M | Sell |
392,769
-96,814
| -20% | -$4.74M | 0.3% | 84 |
|
|
2019
Q3 | $21.5M | Sell |
489,583
-20,808
| -4% | -$915K | 0.33% | 74 |
|
|
2019
Q2 | $23.9M | Buy |
510,391
+7,683
| +2% | +$360K | 0.36% | 69 |
|
|
2019
Q1 | $22.7M | Sell |
502,708
-8,078
| -2% | -$365K | 0.35% | 68 |
|
|
2018
Q4 | $20.5M | Buy |
510,786
+178,109
| +54% | +$7.15M | 0.35% | 73 |
|
|
2018
Q3 | $15.5M | Sell |
332,677
-36,477
| -10% | -$1.7M | 0.23% | 124 |
|
|
2018
Q2 | $17.8M | Sell |
369,154
-11,609
| -3% | -$559K | 0.27% | 102 |
|
|
2018
Q1 | $17.6M | Buy |
380,763
+3,117
| +0.8% | +$144K | 0.41% | 64 |
|
|
2017
Q4 | $18.3M | Buy |
377,646
+178,286
| +89% | +$8.65M | 0.4% | 70 |
|
|
2017
Q3 | $9.71M | Sell |
199,360
-3,600
| -2% | -$175K | 0.23% | 109 |
|
|
2017
Q2 | $9.31M | Buy |
202,960
+23,603
| +13% | +$1.08M | 0.22% | 106 |
|
|
2017
Q1 | $7.73M | Sell |
179,357
-31,821
| -15% | -$1.37M | 0.19% | 126 |
|
|
2016
Q4 | $10M | Buy |
211,178
+127
| +0.1% | +$6.01K | 0.25% | 110 |
|
|
2016
Q3 | $7.48M | Buy |
211,051
+70,698
| +50% | +$2.5M | 0.19% | 121 |
|
|
2016
Q2 | $6.6M | Buy |
140,353
+15,136
| +12% | +$712K | 0.17% | 140 |
|
|
2016
Q1 | $5.73M | Sell |
125,217
-4,731
| -4% | -$217K | 0.14% | 179 |
|
|
2015
Q4 | $6.06M | Buy |
129,948
+3,180
| +3% | +$148K | 0.15% | 179 |
|
|
2015
Q3 | $5.72M | Sell |
126,768
-490
| -0.4% | -$22.1K | 0.14% | 185 |
|
|
2015
Q2 | $5.52M | Buy |
127,258
+1,727
| +1% | +$74.9K | 0.12% | 209 |
|
|
2015
Q1 | $5.09M | Sell |
125,531
-224
| -0.2% | -$9.09K | 0.11% | 212 |
|
|
2014
Q4 | $5.47M | Sell |
125,755
-9,430
| -7% | -$410K | 0.12% | 205 |
|
|
2014
Q3 | $5.07M | Buy |
135,185
+107,760
| +393% | +$4.04M | 0.12% | 202 |
|
|
2014
Q2 | $1.05M | Buy |
27,425
+655
| +2% | +$25K | 0.02% | 311 |
|
|
2014
Q1 | $1.08M | Buy |
26,770
+1,090
| +4% | +$43.9K | 0.03% | 323 |
|
|
2013
Q4 | $1M | Sell |
25,680
-1,670
| -6% | -$65.2K | 0.02% | 338 |
|
|
2013
Q3 | $893K | Buy |
27,350
+5,955
| +28% | +$194K | 0.02% | 338 |
|
|
2013
Q2 | $594K | Buy |
+21,395
| New | +$594K | 0.02% | 358 |
|