A detailed history of Intercontinental Wealth Advisors, LLC transactions in Lakeland Financial Corp stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 8,843 shares of LKFN stock, worth $583,991. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,843
Previous 8,797 0.52%
Holding current value
$583,991
Previous $551,000 22.14%
% of portfolio
0.1%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

BUY
$43.12 - $62.51 $1,983 - $2,875
46 Added 0.52%
8,843 $429,000
Q1 2023

May 03, 2023

SELL
$62.22 - $76.97 $1,244 - $1,539
-20 Reduced 0.23%
8,797 $551,000
Q4 2022

Feb 13, 2023

SELL
$71.51 - $82.83 $31,106 - $36,031
-435 Reduced 4.7%
8,817 $643,000
Q3 2022

Nov 10, 2022

BUY
$65.01 - $80.45 $12,091 - $14,963
186 Added 2.05%
9,252 $674,000
Q2 2022

Aug 05, 2022

BUY
$65.84 - $78.0 $3,226 - $3,822
49 Added 0.54%
9,066 $602,000
Q1 2022

May 09, 2022

BUY
$73.0 - $84.86 $658,241 - $765,182
9,017 New
9,017 $658,000

Others Institutions Holding LKFN

About LAKELAND FINANCIAL CORP


  • Ticker LKFN
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 25,350,100
  • Market Cap $1.67B
  • 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
Track This Portfolio

Track Intercontinental Wealth Advisors, LLC Portfolio

Follow Intercontinental Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intercontinental Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.