Zurich Cantonal Bank’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
Q2 | $299K | Sell |
4,860
-2,117
| -30% | -$130K | ﹤0.01% | 1964 |
|
|
2025
Q1 | $415K | Hold |
6,977
| – | – | ﹤0.01% | 1706 |
|
|
2024
Q4 | $480K | Buy |
6,977
+1,546
| +28% | +$106K | ﹤0.01% | 1656 |
|
|
2024
Q3 | $354K | Hold |
5,431
| – | – | ﹤0.01% | 1770 |
|
|
2024
Q2 | $334K | Buy |
5,431
+529
| +11% | +$32.5K | ﹤0.01% | 1763 |
|
|
2024
Q1 | $325K | Hold |
4,902
| – | – | ﹤0.01% | 1762 |
|
|
2023
Q4 | $319K | Hold |
4,902
| – | – | ﹤0.01% | 1806 |
|
|
2023
Q3 | $233K | Buy |
4,902
+1,234
| +34% | +$58.6K | ﹤0.01% | 1873 |
|
|
2023
Q2 | $178K | Hold |
3,668
| – | – | ﹤0.01% | 2002 |
|
|
2023
Q1 | $230K | Buy |
3,668
+65
| +2% | +$4.07K | ﹤0.01% | 1783 |
|
|
2022
Q4 | $263K | Buy |
3,603
+747
| +26% | +$54.5K | ﹤0.01% | 1659 |
|
|
2022
Q3 | $208K | Hold |
2,856
| – | – | ﹤0.01% | 1731 |
|
|
2022
Q2 | $190K | Hold |
2,856
| – | – | ﹤0.01% | 1817 |
|
|
2022
Q1 | $208K | Hold |
2,856
| – | – | ﹤0.01% | 1858 |
|
|
2021
Q4 | $229K | Hold |
2,856
| – | – | ﹤0.01% | 1978 |
|
|
2021
Q3 | $203K | Hold |
2,856
| – | – | ﹤0.01% | 1917 |
|
|
2021
Q2 | $176K | Sell |
2,856
-577
| -17% | -$35.6K | ﹤0.01% | 1893 |
|
|
2021
Q1 | $238K | Hold |
3,433
| – | – | ﹤0.01% | 1689 |
|
|
2020
Q4 | $184K | Hold |
3,433
| – | – | ﹤0.01% | 1902 |
|
|
2020
Q3 | $141K | Hold |
3,433
| – | – | ﹤0.01% | 1824 |
|
|
2020
Q2 | $160K | Buy |
3,433
+1,001
| +41% | +$46.7K | ﹤0.01% | 1667 |
|
|
2020
Q1 | $89K | Buy |
2,432
+802
| +49% | +$29.4K | ﹤0.01% | 1667 |
|
|
2019
Q4 | $80K | Hold |
1,630
| – | – | ﹤0.01% | 1865 |
|
|
2019
Q3 | $72K | Hold |
1,630
| – | – | ﹤0.01% | 1790 |
|
|
2019
Q2 | $76K | Hold |
1,630
| – | – | ﹤0.01% | 1783 |
|
|
2019
Q1 | $74K | Sell |
1,630
-385
| -19% | -$17.5K | ﹤0.01% | 1759 |
|
|
2018
Q4 | $81K | Hold |
2,015
| – | – | ﹤0.01% | 1727 |
|
|
2018
Q3 | $94K | Hold |
2,015
| – | – | ﹤0.01% | 1746 |
|
|
2018
Q2 | $97K | Hold |
2,015
| – | – | ﹤0.01% | 1664 |
|
|
2018
Q1 | $93K | Hold |
2,015
| – | – | ﹤0.01% | 1638 |
|
|
2017
Q4 | $98K | Buy |
2,015
+427
| +27% | +$20.8K | ﹤0.01% | 1578 |
|
|
2017
Q3 | $77K | Hold |
1,588
| – | – | ﹤0.01% | 1541 |
|
|
2017
Q2 | $73K | Buy |
1,588
+388
| +32% | +$17.8K | ﹤0.01% | 1536 |
|
|
2017
Q1 | $52K | Hold |
1,200
| – | – | ﹤0.01% | 1717 |
|
|
2016
Q4 | $57K | Hold |
1,200
| – | – | ﹤0.01% | 1631 |
|
|
2016
Q3 | $43K | Hold |
1,200
| – | – | ﹤0.01% | 1732 |
|
|
2016
Q2 | $38K | Hold |
1,200
| – | – | ﹤0.01% | 1643 |
|
|
2016
Q1 | $37K | Hold |
1,200
| – | – | ﹤0.01% | 1588 |
|
|
2015
Q4 | $37K | Buy |
1,200
+810
| +208% | +$25K | ﹤0.01% | 1606 |
|
|
2015
Q3 | $12K | Buy |
390
+189
| +94% | +$5.82K | ﹤0.01% | 1797 |
|
|
2015
Q2 | $6K | Hold |
201
| – | – | ﹤0.01% | 1767 |
|
|
2015
Q1 | $5K | Buy |
+201
| New | +$5K | ﹤0.01% | 1890 |
|