Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-3.24 Mil
% of Total Estimate Gain
-13.28%

Virtus KAR Small-Cap Value Fund's Lakeland Financial Corp Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held - shares of Lakeland Financial Corp(LKFN), totaling N/A. This investment constitutes 0% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0% of the outstanding Lakeland Financial Corp(LKFN) stock.

The initial trade took place in 2021Q4. And since then Virtus KAR Small-Cap Value Fund has made 2 purchases of LKFN, at an average price of $76.82, for a total of 317,426.00 shares. In addition, there have been 9 sales at an average price of $66.62 for 317,426.00 shares. Based on historical transaction data and LKFN's current price of $64.40, Virtus KAR Small-Cap Value Fund's estimated gain on his LKFN holdings is $-3.24 Mil, reflecting a -13.28% gain to date.

Virtus KAR Small-Cap Value Fund LKFN ($64.40) Holding Chart

Virtus KAR Small-Cap Value Fund LKFN ($64.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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