Forvis Wealth Advisors, LLC Lakeland Financial Corp Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Lakeland Financial Corp stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 11,822 shares of LKFN stock, worth $769,021. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,822

Previous 11,822 -0.0%

Holding current value

$769,021

Previous $784,000 7.27%

% of portfolio

0.02%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 25, 2023	SELL	$45.34 - $56.75 $2.51 Million - $3.15 Million	-55,435 Reduced 82.42%	11,822 $561,000
Q2 2023 Aug 08, 2023	BUY	$43.12 - $62.51 $160,622 - $232,849	3,725 Added 5.86%	67,257 $3.26 Million
Q1 2023 Apr 26, 2023	BUY	$62.22 - $76.97 $13,315 - $16,471	214 Added 0.34%	63,532 $3.98 Million
Q4 2022 Feb 02, 2023	SELL	$71.51 - $82.83 $9,796 - $11,347	-137 Reduced 0.22%	63,318 $4.62 Million
Q3 2022 Oct 13, 2022	BUY	$65.01 - $80.45 $11,376 - $14,078	175 Added 0.28%	63,455 $4.62 Million
Q2 2022 Jul 22, 2022	BUY	$65.84 - $78.0 $11,785 - $13,962	179 Added 0.28%	63,280 $4.2 Million
Q1 2022 May 10, 2022	BUY	$73.0 - $84.86 $11,461 - $13,323	157 Added 0.25%	63,101 $4.61 Million
Q4 2021 Jan 14, 2022	BUY	$70.62 - $80.14 $10,522 - $11,940	149 Added 0.24%	62,944 $5.04 Million
Q3 2021 Oct 14, 2021	BUY	$56.22 - $72.86 $8,714 - $11,293	155 Added 0.25%	62,795 $4.47 Million
Q2 2021 Jul 14, 2021	BUY	$59.32 - $69.64 $9,906 - $11,629	167 Added 0.27%	62,640 $3.86 Million
Q1 2021 Apr 23, 2021	BUY	$53.88 - $76.49 $9,321 - $13,232	173 Added 0.28%	62,473 $4.32 Million
Q4 2020 Jan 22, 2021	BUY	$41.5 - $55.5 $462,185 - $618,103	11,137 Added 21.77%	62,300 $3.34 Million
Q3 2020 Nov 05, 2020	BUY	$39.66 - $50.22 $8,050 - $10,194	203 Added 0.4%	51,163 $2.11 Million
Q2 2020 Jul 15, 2020	BUY	$34.1 - $46.97 $3,103 - $4,274	91 Added 0.18%	50,960 $2.37 Million
Q1 2020 Apr 10, 2020	SELL	$32.38 - $49.44 $7,253 - $11,074	-224 Reduced 0.44%	50,869 $1.87 Million
Q4 2019 Jan 13, 2020	BUY	$42.48 - $49.9 $19,965 - $23,453	470 Added 0.93%	51,093 $2.5 Million
Q3 2019 Oct 29, 2019	SELL	$41.41 - $47.1 $37,558 - $42,719	-907 Reduced 1.76%	50,623 $2.23 Million
Q2 2019 Jul 10, 2019	BUY	$43.95 - $49.04 $321,889 - $359,168	7,324 Added 16.57%	51,530 $2.41 Million
Q1 2019 Apr 10, 2019	BUY	$40.75 - $48.68 $1.24 Million - $1.48 Million	30,454 Added 221.45%	44,206 $2 Million
Q4 2018 Jan 15, 2019	SELL	$38.6 - $46.63 $1.05 Million - $1.26 Million	-27,101 Reduced 66.34%	13,752 $552,000
Q3 2018 Oct 09, 2018	BUY	$46.48 - $50.88 $195,959 - $214,510	4,216 Added 11.51%	40,853 $1.9 Million
Q2 2018 Jul 13, 2018	BUY	$45.62 - $51.0 $6,295 - $7,038	138 Added 0.38%	36,637 $1.77 Million
Q1 2018 Apr 20, 2018	BUY	$45.31 - $51.43 $329,766 - $374,307	7,278 Added 24.91%	36,499 $1.73 Million
Q4 2017 Jan 18, 2018	BUY	$47.07 - $52.04 $462,039 - $510,824	9,816 Added 50.58%	29,221 $1.42 Million
Q3 2017 Oct 13, 2017	BUY	$41.61 - $48.72 $807,442 - $945,411	19,405	19,405 $945,000

Others Institutions Holding LKFN

# of Institutions

226

Shares Held

20.6M

Call Options Held

2.7K

Put Options Held

View Full List

About LAKELAND FINANCIAL CORP

Ticker LKFN
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 25,350,100
Market Cap $1.65B
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...

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Forvis Wealth Advisors, LLC Lakeland Financial Corp Transaction History