Tower View Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

Tower View Wealth Management’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
2024 Q2	–	Sell	-628	Closed	-$41.6K	–	193
2024 Q1	$41.6K	Buy	628 +5	+0.8%	+$323	0.02%	87
2023 Q4	$41K	Buy	623 +5	+0.8%	+$276	0.03%	84
2023 Q3	$29K	Buy	618 +5	+0.8%	+$258	0.02%	88
2023 Q2	$30K	Buy	613 +204	+50%	+$10.7K	0.02%	89
2023 Q1	$26K	Buy	409 +3	+0.7%	+$209	0.02%	94
2022 Q4	$30K	Buy	406 +2	+0.5%	+$153	0.02%	90
2022 Q3	$29K	Buy	404 +2	+0.5%	+$149	0.02%	91
2022 Q2	$27K	Buy	+402	New	+$28.7K	0.02%	93

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

Tower View Wealth Management's LKFN Position: Q2 2024 in Review

Tower View Wealth Management sold out of Lakeland Financial Corp (LKFN) in Q2 2024, closing a stake of 628 shares — an estimated $41.6K sold.

Tower View Wealth Management first reported a position in LKFN in Q2 2022 and held it in 8 quarters. The position peaked at $41.6K in Q1 2024. 216 funds tracked by Wall St. Rank hold LKFN as of Q2 2024.

Tower View Wealth Management reported no remaining Lakeland Financial Corp position as of Q2 2024 after selling out during the quarter.
Tower View Wealth Management sold 628 Lakeland Financial Corp shares in Q2 2024, an estimated $41.6K.
Tower View Wealth Management first reported a position in Lakeland Financial Corp in Q2 2022 and held it in 8 quarters.
Tower View Wealth Management's Lakeland Financial Corp position peaked at $41.6K in Q1 2024.
216 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2024.

Based on Tower View Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.