VisionPoint Advisory Group’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-781
| Closed | -$52.6K | – | 264 |
|
|
2024
Q4 | $52.6K | Buy |
+781
| New | +$52.6K | 0.02% | 293 |
|
|
2024
Q3 | – | Sell |
-781
| Closed | -$48K | – | 549 |
|
|
2024
Q2 | $48K | Hold |
781
| – | – | 0.02% | 273 |
|
|
2024
Q1 | $51.8K | Hold |
781
| – | – | 0.02% | 264 |
|
|
2023
Q4 | $50.9K | Hold |
781
| – | – | 0.02% | 237 |
|
|
2023
Q3 | $37.1K | Hold |
781
| – | – | 0.02% | 273 |
|
|
2023
Q2 | $37.9K | Buy |
+781
| New | +$37.9K | 0.02% | 234 |
|