UBS Group’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.88M | Buy |
102,400
+64,315
| +169% | +$3.77M | ﹤0.01% | 3897 |
|
|
2025
Q4 | $2.17M | Sell |
38,085
-41,719
| -52% | -$2.48M | ﹤0.01% | 4908 |
|
|
2025
Q3 | $5.12M | Buy |
79,804
+17,105
| +27% | +$1.11M | ﹤0.01% | 4011 |
|
|
2025
Q2 | $3.85M | Buy |
62,699
+20,416
| +48% | +$1.18M | ﹤0.01% | 4143 |
|
|
2025
Q1 | $2.51M | Buy |
42,283
+2,779
| +7% | +$182K | ﹤0.01% | 4503 |
|
|
2024
Q4 | $2.72M | Buy |
39,504
+18,088
| +84% | +$1.25M | ﹤0.01% | 4425 |
|
|
2024
Q3 | $1.39M | Sell |
21,416
-1,699
| -7% | -$111K | ﹤0.01% | 4331 |
|
|
2024
Q2 | $1.42M | Sell |
23,115
-3,943
| -15% | -$240K | ﹤0.01% | 4094 |
|
|
2024
Q1 | $1.79M | Sell |
27,058
-3,436
| -11% | -$222K | ﹤0.01% | 4052 |
|
|
2023
Q4 | $1.99M | Buy |
30,494
+22,639
| +288% | +$1.25M | ﹤0.01% | 3830 |
|
|
2023
Q3 | $373K | Sell |
7,855
-5,818
| -43% | -$301K | ﹤0.01% | 4882 |
|
|
2023
Q2 | $663K | Sell |
13,673
-4,545
| -25% | -$238K | ﹤0.01% | 4581 |
|
|
2023
Q1 | $1.14M | Buy |
18,218
+11,310
| +164% | +$789K | ﹤0.01% | 3993 |
|
|
2022
Q4 | $504K | Sell |
6,908
-3,363
| -33% | -$257K | ﹤0.01% | 4696 |
|
|
2022
Q3 | $747K | Buy |
10,271
+9,924
| +2,860% | +$740K | ﹤0.01% | 3992 |
|
|
2022
Q2 | $23K | Sell |
347
-12,267
| -97% | -$875K | ﹤0.01% | 6706 |
|
|
2022
Q1 | $921K | Sell |
12,614
-34,181
| -73% | -$2.73M | ﹤0.01% | 4179 |
|
|
2021
Q4 | $3.75M | Sell |
46,795
-27,202
| -37% | -$2.03M | ﹤0.01% | 3154 |
|
|
2021
Q3 | $5.27M | Buy |
73,997
+52,108
| +238% | +$3.39M | ﹤0.01% | 2618 |
|
|
2021
Q2 | $1.35M | Buy |
21,889
+2,531
| +13% | +$162K | ﹤0.01% | 3924 |
|
|
2021
Q1 | $1.34M | Buy |
19,358
+2,596
| +15% | +$170K | ﹤0.01% | 3954 |
|
|
2020
Q4 | $898K | Buy |
16,762
+3,429
| +26% | +$174K | ﹤0.01% | 4107 |
|
|
2020
Q3 | $550K | Sell |
13,333
-4,278
| -24% | -$193K | ﹤0.01% | 4099 |
|
|
2020
Q2 | $820K | Buy |
17,611
+86
| +0.5% | +$3.52K | ﹤0.01% | 3677 |
|
|
2020
Q1 | $645K | Sell |
17,525
-15,917
| -48% | -$692K | ﹤0.01% | 3740 |
|
|
2019
Q4 | $1.64M | Buy |
33,442
+12,023
| +56% | +$559K | ﹤0.01% | 3750 |
|
|
2019
Q3 | $942K | Buy |
21,419
+10,407
| +95% | +$460K | ﹤0.01% | 4019 |
|
|
2019
Q2 | $516K | Buy |
11,012
+8,412
| +324% | +$392K | ﹤0.01% | 4276 |
|
|
2019
Q1 | $118K | Sell |
2,600
-9,565
| -79% | -$436K | ﹤0.01% | 4949 |
|
|
2018
Q4 | $488K | Buy |
12,165
+2,485
| +26% | +$108K | ﹤0.01% | 4291 |
|
|
2018
Q3 | $450K | Buy |
9,680
+3,950
| +69% | +$193K | ﹤0.01% | 4486 |
|
|
2018
Q2 | $276K | Buy |
5,730
+2,348
| +69% | +$114K | ﹤0.01% | 4737 |
|
|
2018
Q1 | $157K | Sell |
3,382
-490
| -13% | -$23.5K | ﹤0.01% | 4936 |
|
|
2017
Q4 | $188K | Sell |
3,872
-1,058
| -21% | -$51.8K | ﹤0.01% | 4948 |
|
|
2017
Q3 | $240K | Buy |
4,930
+4,277
| +655% | +$193K | ﹤0.01% | 4722 |
|
|
2017
Q2 | $30K | Sell |
653
-176
| -21% | -$7.84K | ﹤0.01% | 6015 |
|
|
2017
Q1 | $36K | Sell |
829
-3,923
| -83% | -$175K | ﹤0.01% | 5742 |
|
|
2016
Q4 | $226K | Buy |
4,752
+4,724
| +16,871% | +$193K | ﹤0.01% | 4709 |
|
|
2016
Q3 | $1K | Sell |
28
-689
| -96% | -$23.8K | ﹤0.01% | 7522 |
|
|
2016
Q2 | $22K | Buy |
717
+579
| +420% | +$18.2K | ﹤0.01% | 6219 |
|
|
2016
Q1 | $4K | Sell |
138
-666
| -83% | -$19.3K | ﹤0.01% | 7093 |
|
|
2015
Q4 | $25K | Sell |
804
-10,602
| -93% | -$330K | ﹤0.01% | 6513 |
|
|
2015
Q3 | $343K | Buy |
11,406
+11,272
| +8,412% | +$318K | ﹤0.01% | 4202 |
|
|
2015
Q2 | $4K | Sell |
134
-2,208
| -94% | -$59.9K | ﹤0.01% | 7977 |
|
|
2015
Q1 | $64K | Buy |
2,342
+939
| +67% | +$25.1K | ﹤0.01% | 5814 |
|
|
2014
Q4 | $41K | Buy |
+1,403
| New | +$37.7K | ﹤0.01% | 6729 |
|
Other funds holding LKFN
VCM
SAM
CCM
VPM