Charles Schwab Investment Management Inc Lakeland Financial Corp Transaction History

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Lakeland Financial Corp stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,023,432 shares of LKFN stock, worth $63.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,023,432
Previous 999,033 2.44%
Holding current value
$63.8 Million
Previous $59.4 Million 5.91%
% of portfolio
0.01%
Previous 0.01%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$51.45 - $61.84 $1.26 Million - $1.51 Million
24,399 Added 2.44%
1,023,432 $62.9 Million
Q1 2025

May 09, 2025
BUY
$59.44 - $69.54 $3.14 Million - $3.67 Million
52,753 Added 5.57%
999,033 $59.4 Million
Q4 2024

Feb 06, 2025
BUY
$61.39 - $75.85 $2.66 Million - $3.29 Million
43,312 Added 4.8%
946,280 $65.1 Million
Q3 2024

Nov 12, 2024
BUY
$57.94 - $71.18 $1.58 Million - $1.94 Million
27,214 Added 3.11%
902,968 $58.8 Million
Q2 2024

Aug 12, 2024
BUY
$58.2 - $64.56 $980,029 - $1.09 Million
16,839 Added 1.96%
875,754 $53.9 Million
Q1 2024

May 08, 2024
BUY
$61.32 - $72.96 $36.5 Million - $43.4 Million
595,481 Added 226.05%
858,915 $57 Million
Q4 2023

Feb 06, 2024
BUY
$46.31 - $67.04 $578,226 - $837,061
12,486 Added 4.98%
263,434 $17.2 Million
Q3 2023

Nov 08, 2023
BUY
$45.34 - $56.75 $533,198 - $667,380
11,760 Added 4.92%
250,948 $11.9 Million
Q2 2023

Aug 09, 2023
BUY
$43.12 - $62.51 $337,457 - $489,203
7,826 Added 3.38%
239,188 $11.6 Million
Q1 2023

May 11, 2023
BUY
$62.22 - $76.97 $334,930 - $414,329
5,383 Added 2.38%
231,362 $14.5 Million
Q4 2022

Feb 13, 2023
BUY
$71.51 - $82.83 $967,530 - $1.12 Million
13,530 Added 6.37%
225,979 $16.5 Million
Q3 2022

Nov 14, 2022
BUY
$65.01 - $80.45 $1 Million - $1.24 Million
15,415 Added 7.82%
212,449 $15.5 Million
Q2 2022

Aug 15, 2022
BUY
$65.84 - $78.0 $446,395 - $528,840
6,780 Added 3.56%
197,034 $13.1 Million
Q1 2022

May 13, 2022
BUY
$73.0 - $84.86 $929,874 - $1.08 Million
12,738 Added 7.18%
190,254 $13.9 Million
Q4 2021

Feb 11, 2022
BUY
$70.62 - $80.14 $305,219 - $346,365
4,322 Added 2.5%
177,516 $14.2 Million
Q3 2021

Nov 16, 2021
BUY
$56.22 - $72.86 $26,985 - $34,972
480 Added 0.28%
173,194 $12.3 Million
Q2 2021

Aug 16, 2021
BUY
$59.32 - $69.64 $27,465 - $32,243
463 Added 0.27%
172,714 $10.6 Million
Q1 2021

May 17, 2021
SELL
$53.88 - $76.49 $11.3 Million - $16.1 Million
-210,121 Reduced 54.95%
172,251 $11.9 Million
Q4 2020

Feb 16, 2021
BUY
$41.5 - $55.5 $354,036 - $473,470
8,531 Added 2.28%
382,372 $20.5 Million
Q3 2020

Nov 13, 2020
BUY
$39.66 - $50.22 $1.05 Million - $1.33 Million
26,421 Added 7.6%
373,841 $15.4 Million
Q2 2020

Aug 14, 2020
BUY
$34.1 - $46.97 $6.44 Million - $8.87 Million
188,772 Added 118.99%
347,420 $16.2 Million
Q1 2020

May 15, 2020
BUY
$32.38 - $49.44 $81,532 - $124,489
2,518 Added 1.61%
158,648 $5.83 Million
Q4 2019

Feb 07, 2020
BUY
$42.48 - $49.9 $145,026 - $170,358
3,414 Added 2.24%
156,130 $7.64 Million
Q3 2019

Nov 08, 2019
BUY
$41.41 - $47.1 $199,761 - $227,210
4,824 Added 3.26%
152,716 $6.72 Million
Q2 2019

Aug 09, 2019
BUY
$43.95 - $49.04 $188,149 - $209,940
4,281 Added 2.98%
147,892 $6.93 Million
Q1 2019

May 14, 2019
BUY
$40.75 - $48.68 $273,514 - $326,740
6,712 Added 4.9%
143,611 $6.5 Million
Q4 2018

Feb 14, 2019
SELL
$38.6 - $46.63 $60,602 - $73,209
-1,570 Reduced 1.13%
136,899 $5.5 Million
Q3 2018

Nov 13, 2018
BUY
$46.48 - $50.88 $146,365 - $160,221
3,149 Added 2.33%
138,469 $6.44 Million
Q2 2018

Aug 08, 2018
BUY
$45.62 - $51.0 $334,485 - $373,932
7,332 Added 5.73%
135,320 $6.52 Million
Q1 2018

May 07, 2018
BUY
$45.31 - $51.43 $174,262 - $197,799
3,846 Added 3.1%
127,988 $5.92 Million
Q4 2017

Jan 17, 2018
BUY
$47.07 - $52.04 $800,284 - $884,784
17,002 Added 15.87%
124,142 $6.02 Million
Q3 2017

Nov 13, 2017
BUY
$41.61 - $48.72 $4.46 Million - $5.22 Million
107,140
107,140 $5.22 Million

Others Institutions Holding LKFN

# of Institutions
252
Shares Held
21.9M
Call Options Held
0
Put Options Held
12.8K
View Full List

About LAKELAND FINANCIAL CORP

LKFN Quotes by TradingView
  • Ticker LKFN
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 25,350,100
  • Market Cap $1.58B
  • 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
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