Lakeland Financial (LKFN): Copeland Capital Management, LLC added to its stake +18K shares

764K

Shares reported · +18K vs prior quarter

0.98%

Disclosed portfolio weight

$52.5M

Reported value

Holdings as of

Dec 31, 2024

Filed

Jan 24, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

What came next

1. Feb 5, 2025InsiderCEO sold ~$432K of LKFN shares in the open market
2. Feb 25, 2025InsiderOfficer sold ~$36K of LKFN shares in the open market
3. Mar 7, 2025InsiderDirector purchased ~$38K of LKFN shares in the open market
4. Mar 10, 2025InsiderDirector purchased ~$576K of LKFN shares in the open market
5. Mar 11, 2025InsiderDirector purchased ~$307K of LKFN shares in the open market
6. Mar 17, 2025InsiderOfficer sold ~$93K of LKFN shares in the open market
7. May 6, 2025Insider · 2 peopleInsiders: 2 sales (~$208K)

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Lakeland Financial

For Lakeland Financial, OQRO holds 3 insider filings (SEC Form 4 or Form 144) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its LKFN page.

How this filing works

• SEC Form 13F

Other disclosures at Lakeland Financial

• SEC Form 4Nov 9, 2026
• SEC Form 4Nov 2, 2026
• SEC Form 144Nov 2, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 4, 2026
• SEC Form 13F-HRMay 15, 2026

Everything OQRO holds on this company is on its LKFN page.