SWS
SYSTM Wealth Solutions’s Lakeland Financial Corp LKFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-990
| Closed | -$65.7K | – | 830 |
|
|
2024
Q1 | $65.7K | Hold |
990
| – | – | 0.01% | 541 |
|
|
2023
Q4 | $64.5K | Buy |
+990
| New | +$64.5K | 0.01% | 537 |
|
|
2023
Q2 | – | Sell |
-4,209
| Closed | -$264K | – | 508 |
|
|
2023
Q1 | $264K | Hold |
4,209
| – | – | 0.04% | 403 |
|
|
2022
Q4 | $307K | Buy |
+4,209
| New | +$307K | 0.04% | 432 |
|