Valeo Financial Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-32	Closed	-$2K	–	1235
2021 Q1	$2K	Buy	+32	New	+$2.1K	﹤0.01%	1804
2020 Q4	–	Sell	-50	Closed	-$2K	–	1763
2020 Q3	$2K	Sell	50 -132	-73%	-$5.97K	﹤0.01%	1411
2020 Q2	$8K	Buy	182 +100	+122%	+$4.09K	﹤0.01%	1360
2020 Q1	$3K	Buy	82 +32	+64%	+$1.39K	﹤0.01%	1428
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	1464
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	1388
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	1411
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	1369
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	1291
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	1480
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	1356
2018 Q1	$2K	Buy	+50	New	+$2.4K	﹤0.01%	1337

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Valeo Financial Advisors's LKFN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Lakeland Financial Corp (LKFN) in Q2 2021, closing a stake of 32 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in LKFN in Q1 2018 and held it in 12 quarters. The position peaked at $8K in Q2 2020. 166 funds tracked by Wall St. Rank hold LKFN as of Q2 2021.

Valeo Financial Advisors reported no remaining Lakeland Financial Corp position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 32 Lakeland Financial Corp shares in Q2 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in Lakeland Financial Corp in Q1 2018 and held it in 12 quarters.
Valeo Financial Advisors's Lakeland Financial Corp position peaked at $8K in Q2 2020.
166 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.