Wellington Management Group’s Lakeland Financial Corp LKFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,506
| Closed | -$475K | – | 2062 |
|
|
2022
Q4 | $475K | Hold |
6,506
| – | – | ﹤0.01% | 1812 |
|
|
2022
Q3 | $474K | Buy |
6,506
+2,202
| +51% | +$160K | ﹤0.01% | 1813 |
|
|
2022
Q2 | $286K | Buy |
+4,304
| New | +$286K | ﹤0.01% | 1959 |
|
|
2021
Q3 | – | Sell |
-4,918
| Closed | -$303K | – | 2218 |
|
|
2021
Q2 | $303K | Buy |
+4,918
| New | +$303K | ﹤0.01% | 2025 |
|
|
2016
Q2 | – | Sell |
-41,810
| Closed | -$1.91M | – | 2116 |
|
|
2016
Q1 | $1.91M | Buy |
41,810
+1,840
| +5% | +$84.2K | ﹤0.01% | 1613 |
|
|
2015
Q4 | $1.86M | Hold |
39,970
| – | – | ﹤0.01% | 1636 |
|
|
2015
Q3 | $1.81M | Hold |
39,970
| – | – | ﹤0.01% | 1661 |
|
|
2015
Q2 | $1.73M | Hold |
39,970
| – | – | ﹤0.01% | 1704 |
|
|
2015
Q1 | $1.62M | Buy |
+39,970
| New | +$1.62M | ﹤0.01% | 1744 |
|