SFS
LKFN icon

Sowell Financial Services’s Lakeland Financial Corp LKFN Stock Holding History

Sowell Financial Services’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,609
Closed -$170K – 1758
2021
Q1 		$170K Buy
+2,609
New +$171K 0.01% 1138

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sowell Financial Services's LKFN Position: Q2 2021 in Review

Sowell Financial Services sold out of Lakeland Financial Corp (LKFN) in Q2 2021, closing a stake of 2,609 shares — an estimated $170K sold.

Sowell Financial Services first reported a position in LKFN in Q1 2021 and held it in 1 quarter. The position peaked at $170K in Q1 2021. 166 funds tracked by Wall St. Rank hold LKFN as of Q2 2021.

  • Sowell Financial Services reported no remaining Lakeland Financial Corp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,609 Lakeland Financial Corp shares in Q2 2021, an estimated $170K.
  • Sowell Financial Services first reported a position in Lakeland Financial Corp in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Lakeland Financial Corp position peaked at $170K in Q1 2021.
  • 166 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.