FORVIS WEALTH ADVISORS, LLC – Lakeland Financial Corporation Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$4.62M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
+9.62%
quarter
Lakeland Financial Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.28% | 175 shares | 417K | $72.81 | 63.45K |
| Q2 2022 | share | Increase | +0.28% | 179 shares | -403K | $66.42 | 63.28K |
| Q1 2022 | share | Increase | +0.25% | 157 shares | -438K | $73 | 63.10K |
| Q4 2021 | share | Increase | +0.24% | 149 shares | 570K | $79.74 | 62.94K |
| Q3 2021 | share | Increase | +0.25% | 155 shares | 612K | $70.93 | 62.79K |
| Q2 2021 | share | Increase | +0.27% | 167 shares | -461K | $61 | 62.64K |
| Q1 2021 | share | Increase | +0.28% | 173 shares | 985K | $68.13 | 62.47K |
| Q4 2020 | share | Increase | +21.77% | 11.13K shares | 1.23M | $52.46 | 62.3K |
| Q3 2020 | share | Increase | +0.40% | 203 shares | -266K | $40.09 | 51.16K |
| Q2 2020 | share | Increase | +0.18% | 91 shares | 504K | $45.04 | 50.96K |
| Q1 2020 | share | Decrease | -0.44% | -224 shares | -630K | $35.24 | 50.86K |
| Q4 2019 | share | Increase | +0.93% | 470 shares | 274K | $46.62 | 51.09K |
| Q3 2019 | share | Decrease | -1.76% | -907 shares | -187K | $41.63 | 50.62K |
| Q2 2019 | share | Increase | +16.57% | 7.32K shares | 414K | $44.04 | 51.53K |
| Q1 2019 | share | Increase | +221.45% | 30.45K shares | 1.44M | $42.25 | 44.20K |
| Q4 2018 | share | Decrease | -66.34% | -27.10K shares | -1.34M | $37.31 | 13.75K |
| Q3 2018 | share | Increase | +11.51% | 4.21K shares | 133K | $42.89 | 40.85K |
| Q2 2018 | share | Increase | +0.38% | 138 shares | 79K | $44.24 | 36.63K |
| Q1 2018 | share | Increase | +24.91% | 7.27K shares | 270K | $42.22 | 36.49K |
| Q4 2017 | share | Increase | +50.58% | 9.81K shares | 472K | $44.08 | 29.22K |
| Q3 2017 | share | Increase | +0.41% | 79 shares | 58K | $44.1 | 19.40K |
| Q2 2017 | share | Increase | +30.86% | 4.55K shares | 250K | $41.32 | 19.32K |
| Q1 2017 | share | Increase | +0.12% | 17 shares | -62K | $38.65 | 14.76K |
| Q4 2016 | share | Increase | 0.00% | 14.75K shares | 699K | $42.26 | 14.75K |