SAM
Silvercrest Asset Management’s Lakeland Financial Corp LKFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.2M | Sell |
881,944
-60,072
| -6% | -$3.69M | 0.36% | 82 |
|
|
2025
Q1 | $56M | Sell |
942,016
-14,549
| -2% | -$865K | 0.4% | 80 |
|
|
2024
Q4 | $65.8M | Buy |
956,565
+51,624
| +6% | +$3.55M | 0.44% | 66 |
|
|
2024
Q3 | $58.9M | Buy |
904,941
+77,079
| +9% | +$5.02M | 0.4% | 84 |
|
|
2024
Q2 | $50.9M | Buy |
827,862
+75,974
| +10% | +$4.67M | 0.35% | 96 |
|
|
2024
Q1 | $49.9M | Sell |
751,888
-124,497
| -14% | -$8.26M | 0.34% | 105 |
|
|
2023
Q4 | $57.1M | Sell |
876,385
-1,462
| -0.2% | -$95.3K | 0.4% | 92 |
|
|
2023
Q3 | $41.7M | Buy |
877,847
+139,730
| +19% | +$6.63M | 0.32% | 113 |
|
|
2023
Q2 | $35.8M | Buy |
738,117
+236,677
| +47% | +$11.5M | 0.26% | 127 |
|
|
2023
Q1 | $31.4M | Sell |
501,440
-15,600
| -3% | -$977K | 0.24% | 132 |
|
|
2022
Q4 | $37.7M | Sell |
517,040
-18,345
| -3% | -$1.34M | 0.29% | 118 |
|
|
2022
Q3 | $39M | Sell |
535,385
-41,059
| -7% | -$2.99M | 0.32% | 109 |
|
|
2022
Q2 | $38.3M | Sell |
576,444
-14,379
| -2% | -$955K | 0.29% | 117 |
|
|
2022
Q1 | $43.1M | Sell |
590,823
-81,367
| -12% | -$5.94M | 0.28% | 121 |
|
|
2021
Q4 | $53.4M | Sell |
672,190
-25,963
| -4% | -$2.06M | 0.34% | 109 |
|
|
2021
Q3 | $49.7M | Sell |
698,153
-352,891
| -34% | -$25.1M | 0.34% | 111 |
|
|
2021
Q2 | $64.8M | Sell |
1,051,044
-29,622
| -3% | -$1.83M | 0.42% | 82 |
|
|
2021
Q1 | $74.8M | Sell |
1,080,666
-136,334
| -11% | -$9.43M | 0.5% | 69 |
|
|
2020
Q4 | $65.2M | Buy |
1,217,000
+180,363
| +17% | +$9.66M | 0.48% | 76 |
|
|
2020
Q3 | $42.7M | Sell |
1,036,637
-18,707
| -2% | -$771K | 0.37% | 96 |
|
|
2020
Q2 | $49.2M | Buy |
1,055,344
+877,445
| +493% | +$40.9M | 0.44% | 85 |
|
|
2020
Q1 | $6.54M | Buy |
+177,899
| New | +$6.54M | 0.07% | 237 |
|