A detailed history of Personal Cfo Solutions, LLC transactions in Lakeland Financial Corp stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 4,564 shares of LKFN stock, worth $346,179. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,564
Previous 4,485 1.76%
Holding current value
$346,179
Previous $275,000 8.0%
% of portfolio
0.04%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$57.94 - $71.18 $4,577 - $5,623
79 Added 1.76%
4,564 $297,000
Q2 2024

Aug 09, 2024

SELL
$58.2 - $64.56 $10,359 - $11,491
-178 Reduced 3.82%
4,485 $275,000
Q1 2024

May 13, 2024

BUY
$61.32 - $72.96 $7,910 - $9,411
129 Added 2.85%
4,663 $309,000
Q4 2023

Feb 13, 2024

BUY
$46.31 - $67.04 $555 - $804
12 Added 0.27%
4,534 $295,000
Q3 2023

Nov 13, 2023

BUY
$45.34 - $56.75 $205,027 - $256,623
4,522 New
4,522 $214,000
Q1 2023

May 09, 2023

SELL
$62.22 - $76.97 $19,288 - $23,860
-310 Reduced 7.54%
3,800 $238,000
Q4 2022

Feb 14, 2023

BUY
$71.51 - $82.83 $15,803 - $18,305
221 Added 5.68%
4,110 $299,000
Q3 2022

Nov 01, 2022

SELL
$65.01 - $80.45 $6,501 - $8,045
-100 Reduced 2.51%
3,889 $283,000
Q2 2022

Aug 05, 2022

SELL
$65.84 - $78.0 $2,501 - $2,964
-38 Reduced 0.94%
3,989 $265,000
Q1 2022

May 02, 2022

BUY
$73.0 - $84.86 $11,461 - $13,323
157 Added 4.06%
4,027 $294,000
Q4 2021

Feb 11, 2022

SELL
$70.62 - $80.14 $2,966 - $3,365
-42 Reduced 1.07%
3,870 $310,000
Q3 2021

Nov 18, 2021

BUY
$56.22 - $72.86 $13,605 - $17,632
242 Added 6.59%
3,912 $279,000
Q2 2021

Jul 22, 2021

BUY
$59.32 - $69.64 $2,432 - $2,855
41 Added 1.13%
3,670 $226,000
Q1 2021

Apr 21, 2021

BUY
$53.88 - $76.49 $195,530 - $277,582
3,629 New
3,629 $251,000

Others Institutions Holding LKFN

About LAKELAND FINANCIAL CORP


  • Ticker LKFN
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 25,350,100
  • Market Cap $1.92B
  • Description
  • Lakeland Financial Corporation operates as the bank holding company for Lake City Bank that provides various banking products and services. The company accepts various deposit products, such as noninterest bearing, interest-bearing checking, savings, money market, NOW, and demand deposits. Its loan products include commercial and industrial, com...
More about LKFN
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.