SEI Investments’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.84M | Buy |
49,477
+3,024
| +7% | +$177K | ﹤0.01% | 1835 |
|
|
2025
Q4 | $2.65M | Buy |
46,453
+3,103
| +7% | +$184K | ﹤0.01% | 1704 |
|
|
2025
Q3 | $2.78M | Buy |
43,350
+2,129
| +5% | +$138K | ﹤0.01% | 1562 |
|
|
2025
Q2 | $2.53M | Buy |
41,221
+4,130
| +11% | +$240K | ﹤0.01% | 1555 |
|
|
2025
Q1 | $2.2M | Buy |
37,091
+4,248
| +13% | +$279K | ﹤0.01% | 1598 |
|
|
2024
Q4 | $2.26M | Buy |
32,843
+5,349
| +19% | +$371K | ﹤0.01% | 1640 |
|
|
2024
Q3 | $1.79M | Buy |
27,494
+2,310
| +9% | +$150K | ﹤0.01% | 1729 |
|
|
2024
Q2 | $1.55M | Sell |
25,184
-1,324
| -5% | -$80.7K | ﹤0.01% | 1741 |
|
|
2024
Q1 | $1.76M | Sell |
26,508
-262
| -1% | -$16.9K | ﹤0.01% | 1671 |
|
|
2023
Q4 | $1.74M | Buy |
26,770
+4,185
| +19% | +$231K | ﹤0.01% | 1665 |
|
|
2023
Q3 | $1.07M | Buy |
22,585
+3,614
| +19% | +$187K | ﹤0.01% | 1861 |
|
|
2023
Q2 | $920K | Sell |
18,971
-2,253
| -11% | -$118K | ﹤0.01% | 1902 |
|
|
2023
Q1 | $1.33M | Buy |
21,224
+3,954
| +23% | +$276K | ﹤0.01% | 1773 |
|
|
2022
Q4 | $1.26M | Sell |
17,270
-1,797
| -9% | -$138K | ﹤0.01% | 1674 |
|
|
2022
Q3 | $1.39M | Buy |
19,067
+707
| +4% | +$52.7K | ﹤0.01% | 1689 |
|
|
2022
Q2 | $1.21M | Buy |
18,360
+9,681
| +112% | +$690K | ﹤0.01% | 1757 |
|
|
2022
Q1 | $624K | Buy |
8,679
+1,622
| +23% | +$130K | ﹤0.01% | 1990 |
|
|
2021
Q4 | $558K | Buy |
7,057
+513
| +8% | +$38.2K | ﹤0.01% | 2050 |
|
|
2021
Q3 | $442K | Sell |
6,544
-3,101
| -32% | -$202K | ﹤0.01% | 2128 |
|
|
2021
Q2 | $570K | Sell |
9,645
-2,965
| -24% | -$190K | ﹤0.01% | 2016 |
|
|
2021
Q1 | $715K | Hold |
12,610
| – | – | ﹤0.01% | 1881 |
|
|
2020
Q4 | $647K | Buy |
12,610
+6,223
| +97% | +$316K | ﹤0.01% | 1870 |
|
|
2020
Q3 | $241K | Sell |
6,387
-392
| -6% | -$17.7K | ﹤0.01% | 2173 |
|
|
2020
Q2 | $292K | Buy |
+6,779
| New | +$277K | ﹤0.01% | 2097 |
|
|
2020
Q1 | – | Sell |
-4,919
| Closed | -$211K | – | 2398 |
|
|
2019
Q4 | $211K | Buy |
+4,919
| New | +$229K | ﹤0.01% | 2266 |
|
|
2019
Q2 | – | Sell |
-2,506
| Closed | -$113K | – | 2606 |
|
|
2019
Q1 | $113K | Buy |
2,506
+32
| +1% | +$1.46K | ﹤0.01% | 2465 |
|
|
2018
Q4 | $115K | Hold |
2,474
| – | – | ﹤0.01% | 2169 |
|
|
2018
Q3 | $115K | Hold |
2,474
| – | – | ﹤0.01% | 2053 |
|
|
2018
Q2 | $119K | Buy |
2,474
+990
| +67% | +$48.1K | ﹤0.01% | 2226 |
|
|
2018
Q1 | $69K | Buy |
1,484
+191
| +15% | +$9.16K | ﹤0.01% | 2248 |
|
|
2017
Q4 | $63K | Buy |
+1,293
| New | +$63.3K | ﹤0.01% | 2284 |
|
|
2015
Q1 | – | Sell |
-1,806
| Closed | -$52K | – | 2312 |
|
|
2014
Q4 | $52K | Buy |
+1,806
| New | +$48.5K | ﹤0.01% | 1689 |
|
Other funds holding LKFN
VCM
SAM
CCM
VPM