United Capital Financial Advisors’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,510
| Closed | -$464K | – | 1224 |
|
|
2021
Q3 | $464K | Hold |
6,510
| – | – | ﹤0.01% | 876 |
|
|
2021
Q2 | $401K | Hold |
6,510
| – | – | ﹤0.01% | 926 |
|
|
2021
Q1 | $450K | Hold |
6,510
| – | – | ﹤0.01% | 872 |
|
|
2020
Q4 | $349K | Hold |
6,510
| – | – | ﹤0.01% | 942 |
|
|
2020
Q3 | $268K | Hold |
6,510
| – | – | ﹤0.01% | 983 |
|
|
2020
Q2 | $303K | Hold |
6,510
| – | – | ﹤0.01% | 994 |
|
|
2020
Q1 | $239K | Sell |
6,510
-378
| -5% | -$13.9K | ﹤0.01% | 1023 |
|
|
2019
Q4 | $337K | Buy |
6,888
+378
| +6% | +$18.5K | ﹤0.01% | 1091 |
|
|
2019
Q3 | $286K | Sell |
6,510
-378
| -5% | -$16.6K | ﹤0.01% | 1081 |
|
|
2019
Q2 | $320K | Hold |
6,888
| – | – | ﹤0.01% | 1162 |
|
|
2019
Q1 | $311K | Hold |
6,888
| – | – | ﹤0.01% | 1102 |
|
|
2018
Q4 | $277K | Hold |
6,888
| – | – | ﹤0.01% | 1093 |
|
|
2018
Q3 | $320K | Hold |
6,888
| – | – | ﹤0.01% | 1082 |
|
|
2018
Q2 | $332K | Hold |
6,888
| – | – | ﹤0.01% | 1051 |
|
|
2018
Q1 | $318K | Hold |
6,888
| – | – | ﹤0.01% | 1072 |
|
|
2017
Q4 | $334K | Hold |
6,888
| – | – | ﹤0.01% | 1074 |
|
|
2017
Q3 | $336K | Hold |
6,888
| – | – | ﹤0.01% | 1076 |
|
|
2017
Q2 | $316K | Buy |
+6,888
| New | +$316K | ﹤0.01% | 1058 |
|