FMWA
Forvis Mazars Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Hold |
11,822
| – | – | 0.02% | 235 |
|
|
2025
Q1 | $703K | Sell |
11,822
-57,053
| -83% | -$3.39M | 0.02% | 238 |
|
|
2024
Q4 | $4.74M | Buy |
68,875
+255
| +0.4% | +$17.5K | 0.11% | 93 |
|
|
2024
Q3 | $4.47M | Buy |
68,620
+56,798
| +480% | +$3.7M | 0.1% | 100 |
|
|
2024
Q2 | $727K | Hold |
11,822
| – | – | 0.02% | 235 |
|
|
2024
Q1 | $784K | Hold |
11,822
| – | – | 0.02% | 237 |
|
|
2023
Q4 | $770K | Hold |
11,822
| – | – | 0.02% | 230 |
|
|
2023
Q3 | $561K | Sell |
11,822
-55,435
| -82% | -$2.63M | 0.02% | 254 |
|
|
2023
Q2 | $3.26M | Buy |
67,257
+3,725
| +6% | +$181K | 0.1% | 128 |
|
|
2023
Q1 | $3.98M | Buy |
63,532
+214
| +0.3% | +$13.4K | 0.13% | 98 |
|
|
2022
Q4 | $4.62M | Sell |
63,318
-137
| -0.2% | -$10K | 0.16% | 88 |
|
|
2022
Q3 | $4.62M | Buy |
63,455
+175
| +0.3% | +$12.7K | 0.19% | 83 |
|
|
2022
Q2 | $4.2M | Buy |
63,280
+179
| +0.3% | +$11.9K | 0.17% | 78 |
|
|
2022
Q1 | $4.61M | Buy |
63,101
+157
| +0.2% | +$11.5K | 0.2% | 57 |
|
|
2021
Q4 | $5.04M | Buy |
62,944
+149
| +0.2% | +$11.9K | 0.21% | 51 |
|
|
2021
Q3 | $4.47M | Buy |
62,795
+155
| +0.2% | +$11K | 0.21% | 55 |
|
|
2021
Q2 | $3.86M | Buy |
62,640
+167
| +0.3% | +$10.3K | 0.18% | 57 |
|
|
2021
Q1 | $4.32M | Buy |
62,473
+173
| +0.3% | +$12K | 0.21% | 49 |
|
|
2020
Q4 | $3.34M | Buy |
62,300
+11,137
| +22% | +$597K | 0.17% | 66 |
|
|
2020
Q3 | $2.11M | Buy |
51,163
+203
| +0.4% | +$8.36K | 0.12% | 87 |
|
|
2020
Q2 | $2.37M | Buy |
50,960
+91
| +0.2% | +$4.24K | 0.15% | 72 |
|
|
2020
Q1 | $1.87M | Sell |
50,869
-224
| -0.4% | -$8.23K | 0.15% | 69 |
|
|
2019
Q4 | $2.5M | Buy |
51,093
+470
| +0.9% | +$23K | 0.18% | 71 |
|
|
2019
Q3 | $2.23M | Sell |
50,623
-907
| -2% | -$39.9K | 0.18% | 73 |
|
|
2019
Q2 | $2.41M | Buy |
51,530
+7,324
| +17% | +$343K | 0.2% | 68 |
|
|
2019
Q1 | $2M | Buy |
44,206
+30,454
| +221% | +$1.38M | 0.17% | 76 |
|
|
2018
Q4 | $552K | Sell |
13,752
-27,101
| -66% | -$1.09M | 0.06% | 128 |
|
|
2018
Q3 | $1.9M | Buy |
40,853
+4,216
| +12% | +$196K | 0.17% | 75 |
|
|
2018
Q2 | $1.77M | Buy |
36,637
+138
| +0.4% | +$6.65K | 0.17% | 78 |
|
|
2018
Q1 | $1.69M | Buy |
36,499
+7,278
| +25% | +$336K | 0.17% | 77 |
|
|
2017
Q4 | $1.42M | Buy |
29,221
+9,816
| +51% | +$476K | 0.14% | 83 |
|
|
2017
Q3 | $945K | Buy |
19,405
+79
| +0.4% | +$3.85K | 0.1% | 94 |
|
|
2017
Q2 | $887K | Buy |
19,326
+4,558
| +31% | +$209K | 0.1% | 100 |
|
|
2017
Q1 | $637K | Buy |
14,768
+17
| +0.1% | +$733 | 0.08% | 108 |
|
|
2016
Q4 | $699K | Buy |
+14,751
| New | +$699K | 0.09% | 98 |
|