Sutton Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-181	Closed	-$13.2K	–	1220
2022 Q4	$13.2K	Hold	181	–	–	0.01%	840
2022 Q3	$13.2K	Hold	181	–	–	0.01%	808
2022 Q2	$12K	Sell	181 -1	-0.5%	-$71	﹤0.01%	845
2022 Q1	$13.3K	Hold	182	–	–	﹤0.01%	854
2021 Q4	$14.6K	Buy	182 +7	+4%	+$522	﹤0.01%	817
2021 Q3	$12.5K	Buy	+175	New	+$11.4K	﹤0.01%	836

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's LKFN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Lakeland Financial Corp (LKFN) in Q1 2023, closing a stake of 181 shares — an estimated $13.2K sold.

Sutton Wealth Advisors first reported a position in LKFN in Q3 2021 and held it in 6 quarters. The position peaked at $14.6K in Q4 2021. 214 funds tracked by Wall St. Rank hold LKFN as of Q1 2023.

Sutton Wealth Advisors reported no remaining Lakeland Financial Corp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 181 Lakeland Financial Corp shares in Q1 2023, an estimated $13.2K.
Sutton Wealth Advisors first reported a position in Lakeland Financial Corp in Q3 2021 and held it in 6 quarters.
Sutton Wealth Advisors's Lakeland Financial Corp position peaked at $14.6K in Q4 2021.
214 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.