Forvis Wealth Advisors, LLC Lakeland Financial Corp Transaction History

Forvis Wealth Advisors, LLC

  • $4.41 Billion
  • Q2 2025

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 $737,338. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,822
Previous 11,822 -0.0%
Holding current value
$737,338
Previous $702,000 3.42%
% of portfolio
0.02%
Previous 0.02%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$59.44 - $69.54 $3.39 Million - $3.97 Million
-57,053 Reduced 82.84%
11,822 $702,000
Q4 2024

Feb 03, 2025
BUY
$61.39 - $75.85 $15,654 - $19,341
255 Added 0.37%
68,875 $4.74 Million
Q3 2024

Nov 14, 2024
BUY
$57.94 - $71.18 $3.29 Million - $4.04 Million
56,798 Added 480.44%
68,620 $4.47 Million
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
249
Shares Held
21.8M
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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