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Wagner Wealth Management (South Carolina)’s Lakeland Financial Corp LKFN Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$1K Hold
15
– – ﹤0.01% 628
2018
Q2 		$1K Hold
15
– – ﹤0.01% 597
2018
Q1 		$1K Buy
+15
New +$719 ﹤0.01% 556
2017
Q4 		– Hold
0
– – – 734

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Wagner Wealth Management (South Carolina)'s LKFN Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Lakeland Financial Corp (LKFN) position steady in Q3 2018 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Wagner Wealth Management (South Carolina) first reported a position in LKFN in Q1 2018 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold LKFN as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 15 shares of Lakeland Financial Corp worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Lakeland Financial Corp share count unchanged in Q3 2018.
  • Lakeland Financial Corp made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #628 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Lakeland Financial Corp in Q1 2018 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.