Neumeier Poma Investment Counsel LLC Lakeland Financial Corp Transaction History

Neumeier Poma Investment Counsel LLC

$1.1 Billion
Q1 2024

A detailed history of Neumeier Poma Investment Counsel LLC transactions in Lakeland Financial Corp stock. As of the latest transaction made, Neumeier Poma Investment Counsel LLC holds 551,980 shares of LKFN stock, worth $34.2 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares

551,980

Previous 547,457 0.83%

Holding current value

$34.2 Million

Previous $35.7 Million 2.62%

% of portfolio

3.33%

Previous 3.09%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$61.32 - $72.96 $277,350 - $329,998	4,523 Added 0.83%	551,980 $36.6 Million
Q4 2023 Feb 13, 2024	BUY	$46.31 - $67.04 $11.4 Million - $16.5 Million	245,825 Added 81.5%	547,457 $35.7 Million
Q3 2023 Nov 09, 2023	BUY	$45.34 - $56.75 $446,145 - $558,420	9,840 Added 3.37%	301,632 $14.3 Million
Q2 2023 Aug 10, 2023	SELL	$43.12 - $62.51 $1.44 Million - $2.09 Million	-33,412 Reduced 10.27%	291,792 $14.2 Million
Q1 2023 May 10, 2023	SELL	$62.22 - $76.97 $589,223 - $728,905	-9,470 Reduced 2.83%	325,204 $20.4 Million

Q4 2022 Feb 10, 2023	BUY	$71.51 - $82.83 $588,670 - $681,856	8,232 Added 2.52%	334,674 $24.4 Million
Q3 2022 Nov 09, 2022	SELL	$65.01 - $80.45 $4 Million - $4.95 Million	-61,525 Reduced 15.86%	326,442 $23.8 Million
Q2 2022 Aug 10, 2022	SELL	$65.84 - $78.0 $762,427 - $903,240	-11,580 Reduced 2.9%	387,967 $25.8 Million
Q1 2022 May 11, 2022	SELL	$73.0 - $84.86 $2.92 Million - $3.4 Million	-40,050 Reduced 9.11%	399,547 $29.2 Million
Q4 2021 Feb 11, 2022	SELL	$70.62 - $80.14 $1.66 Million - $1.88 Million	-23,475 Reduced 5.07%	439,597 $35.2 Million
Q3 2021 Nov 10, 2021	SELL	$56.22 - $72.86 $446,105 - $578,144	-7,935 Reduced 1.68%	463,072 $33 Million
Q1 2021 May 12, 2021	BUY	$53.88 - $76.49 $1.76 Million - $2.5 Million	32,625 Added 7.44%	471,007 $32.6 Million
Q4 2020 Feb 10, 2021	BUY	$41.5 - $55.5 $3.74 Million - $5 Million	90,145 Added 25.89%	438,382 $23.5 Million
Q3 2020 Nov 10, 2020	BUY	$39.66 - $50.22 $241,925 - $306,342	6,100 Added 1.78%	348,237 $14.3 Million
Q2 2020 Aug 12, 2020	BUY	$34.1 - $46.97 $2.9 Million - $4 Million	85,125 Added 33.12%	342,137 $15.9 Million
Q1 2020 May 13, 2020	BUY	$32.38 - $49.44 $289,250 - $441,647	8,933 Added 3.6%	257,012 $9.45 Million
Q4 2019 Feb 12, 2020	BUY	$42.48 - $49.9 $820,501 - $963,818	19,315 Added 8.44%	248,079 $12.1 Million
Q3 2019 Nov 14, 2019	BUY	$41.41 - $47.1 $391,324 - $445,095	9,450 Added 4.31%	228,764 $10.1 Million
Q2 2019 Aug 14, 2019	BUY	$43.95 - $49.04 $404,867 - $451,756	9,212 Added 4.38%	219,314 $10.3 Million
Q1 2019 May 14, 2019	SELL	$40.75 - $48.68 $5.68 Million - $6.78 Million	-139,354 Reduced 39.88%	210,102 $9.5 Million
Q4 2018 Feb 14, 2019	BUY	$38.6 - $46.63 $156,831 - $189,457	4,063 Added 1.18%	349,456 $14 Million
Q3 2018 Nov 14, 2018	BUY	$46.48 - $50.88 $971,431 - $1.06 Million	20,900 Added 6.44%	345,393 $16.1 Million
Q2 2018 Aug 14, 2018	SELL	$45.62 - $51.0 $1.04 Million - $1.17 Million	-22,865 Reduced 6.58%	324,493 $15.6 Million
Q1 2018 May 14, 2018	SELL	$45.31 - $51.43 $3 Million - $3.41 Million	-66,245 Reduced 16.02%	347,358 $16.1 Million
Q4 2017 Feb 14, 2018	SELL	$47.07 - $52.04 $168,369 - $186,147	-3,577 Reduced 0.86%	413,603 $20.1 Million
Q3 2017 Nov 13, 2017	BUY	$41.61 - $48.72 $17.4 Million - $20.3 Million	417,180	417,180 $20.3 Million

Others Institutions Holding LKFN

# of Institutions

227

Shares Held

21M

Call Options Held

8.5K

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 $1.57B
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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Neumeier Poma Investment Counsel LLC Lakeland Financial Corp Transaction History