Wealthspire Advisors (Maryland)’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-175
| Closed | -$8K | – | 1342 |
|
|
2019
Q1 | $8K | Sell |
175
-101
| -37% | -$4.62K | ﹤0.01% | 1629 |
|
|
2018
Q4 | $11K | Sell |
276
-527
| -66% | -$21K | ﹤0.01% | 1428 |
|
|
2018
Q3 | $37K | Sell |
803
-399
| -33% | -$18.4K | ﹤0.01% | 1072 |
|
|
2018
Q2 | $58K | Sell |
1,202
-29
| -2% | -$1.4K | 0.01% | 919 |
|
|
2018
Q1 | $57K | Buy |
1,231
+14
| +1% | +$648 | 0.01% | 929 |
|
|
2017
Q4 | $59K | Hold |
1,217
| – | – | 0.01% | 934 |
|
|
2017
Q3 | $59K | Buy |
1,217
+78
| +7% | +$3.78K | 0.01% | 909 |
|
|
2017
Q2 | $52K | Buy |
1,139
+92
| +9% | +$4.2K | 0.01% | 938 |
|
|
2017
Q1 | $45K | Buy |
1,047
+23
| +2% | +$989 | 0.01% | 831 |
|
|
2016
Q4 | $48K | Sell |
1,024
-97
| -9% | -$4.55K | 0.01% | 781 |
|
|
2016
Q3 | $40K | Sell |
1,121
-1
| -0.1% | -$36 | 0.01% | 837 |
|
|
2016
Q2 | $35K | Buy |
1,122
+487
| +77% | +$15.2K | 0.01% | 817 |
|
|
2016
Q1 | $19K | Buy |
+635
| New | +$19K | ﹤0.01% | 988 |
|