SYM Financial Corp’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
19,796
+148
| +0.8% | +$9.1K | 0.14% | 47 |
|
|
2025
Q1 | $1.17M | Sell |
19,648
-7,379
| -27% | -$439K | 0.14% | 45 |
|
|
2024
Q4 | $1.86M | Sell |
27,027
-295
| -1% | -$20.3K | 0.24% | 28 |
|
|
2024
Q3 | $1.78M | Sell |
27,322
-1,822
| -6% | -$119K | 0.24% | 33 |
|
|
2024
Q2 | $1.79M | Buy |
29,144
+797
| +3% | +$49K | 0.29% | 23 |
|
|
2024
Q1 | $1.88M | Sell |
28,347
-4,182
| -13% | -$277K | 0.31% | 22 |
|
|
2023
Q4 | $2.12M | Hold |
32,529
| – | – | 0.34% | 23 |
|
|
2023
Q3 | $1.54M | Buy |
+32,529
| New | +$1.54M | 0.27% | 25 |
|
|
2023
Q2 | – | Sell |
-93,260
| Closed | -$5.84M | – | 130 |
|
|
2023
Q1 | $5.84M | Buy |
93,260
+88,206
| +1,745% | +$5.53M | 1.29% | 10 |
|
|
2022
Q4 | $369K | Sell |
5,054
-124
| -2% | -$9.05K | 0.09% | 43 |
|
|
2022
Q3 | $377K | Hold |
5,178
| – | – | 0.18% | 38 |
|
|
2022
Q2 | $344K | Hold |
5,178
| – | – | 0.16% | 36 |
|
|
2022
Q1 | $378K | Hold |
5,178
| – | – | 0.16% | 31 |
|
|
2021
Q4 | $415K | Sell |
5,178
-304
| -6% | -$24.4K | 0.16% | 24 |
|
|
2021
Q3 | $391K | Hold |
5,482
| – | – | 0.23% | 23 |
|
|
2021
Q2 | $338K | Sell |
5,482
-2,997
| -35% | -$185K | 0.19% | 25 |
|
|
2021
Q1 | $587K | Buy |
8,479
+4,404
| +108% | +$305K | 0.34% | 16 |
|
|
2020
Q4 | $218K | Buy |
+4,075
| New | +$218K | 0.16% | 34 |
|
|
2020
Q3 | – | Sell |
-6,565
| Closed | -$306K | – | 89 |
|
|
2020
Q2 | $306K | Buy |
+6,565
| New | +$306K | 0.25% | 18 |
|
|
2018
Q4 | – | Sell |
-17,274
| Closed | -$803K | – | 89 |
|
|
2018
Q3 | $803K | Buy |
17,274
+10,878
| +170% | +$506K | 0.45% | 11 |
|
|
2018
Q2 | $308K | Sell |
6,396
-1,036
| -14% | -$49.9K | 0.18% | 13 |
|
|
2018
Q1 | $344K | Sell |
7,432
-1,095
| -13% | -$50.7K | 0.21% | 15 |
|
|
2017
Q4 | $413K | Buy |
+8,527
| New | +$413K | 0.19% | 21 |
|