Valeo 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
Q2 | – | Sell |
-32
| Closed | -$2K | – | 1156 |
|
|
2021
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1710 |
|
|
2020
Q4 | – | Sell |
-50
| Closed | -$2K | – | 1722 |
|
|
2020
Q3 | $2K | Sell |
50
-132
| -73% | -$5.28K | ﹤0.01% | 1364 |
|
|
2020
Q2 | $8K | Buy |
182
+100
| +122% | +$4.4K | ﹤0.01% | 1288 |
|
|
2020
Q1 | $3K | Buy |
82
+32
| +64% | +$1.17K | ﹤0.01% | 1375 |
|
|
2019
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 1449 |
|
|
2019
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1374 |
|
|
2019
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1405 |
|
|
2019
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1361 |
|
|
2018
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 1283 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1470 |
|
|
2018
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1349 |
|
|
2018
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1334 |
|