Summit Global Investments’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,200
| Closed | -$598K | – | 549 |
|
|
2022
Q4 | $598K | Hold |
8,200
| – | – | 0.05% | 288 |
|
|
2022
Q3 | $597K | Buy |
+8,200
| New | +$597K | 0.06% | 278 |
|
|
2021
Q4 | – | Sell |
-9,400
| Closed | -$670K | – | 578 |
|
|
2021
Q3 | $670K | Sell |
9,400
-1,200
| -11% | -$85.5K | 0.05% | 263 |
|
|
2021
Q2 | $653K | Sell |
10,600
-56
| -0.5% | -$3.45K | 0.04% | 297 |
|
|
2021
Q1 | $737K | Buy |
10,656
+5,756
| +117% | +$398K | 0.05% | 249 |
|
|
2020
Q4 | $263K | Buy |
+4,900
| New | +$263K | 0.03% | 236 |
|