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YorkBridge Wealth Partners’s Lakeland Financial Corp LKFN Stock Holding History

YorkBridge Wealth Partners’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 		– Sell
-57
Closed -$3K – 806
2018
Q2 		$3K Hold
57
– – ﹤0.01% 742
2018
Q1 		$3K Hold
57
– – ﹤0.01% 731
2017
Q4 		$3K Buy
57
+8
+16% +$391 ﹤0.01% 762
2017
Q3 		$2K Hold
49
– – ﹤0.01% 790
2017
Q2 		$2K Hold
49
– – ﹤0.01% 785
2017
Q1 		$2K Hold
49
– – ﹤0.01% 772
2016
Q4 		$2K Buy
+49
New +$2K ﹤0.01% 764

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YorkBridge Wealth Partners's LKFN Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Lakeland Financial Corp (LKFN) in Q3 2018, closing a stake of 57 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in LKFN in Q4 2016 and held it in 7 quarters. The position peaked at $3K in Q2 2018. 140 funds tracked by Wall St. Rank hold LKFN as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Lakeland Financial Corp position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 57 Lakeland Financial Corp shares in Q3 2018, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in Lakeland Financial Corp in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's Lakeland Financial Corp position peaked at $3K in Q2 2018.
  • 140 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.