Altium Wealth Management’s Lakeland Bancorp Inc LBAI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $893K | Sell |
61,051
-3,954
| -6% | -$57.8K | 0.06% | 174 |
|
2022
Q1 | $1.09M | Hold |
65,005
| – | – | 0.07% | 146 |
|
2021
Q4 | $1.23M | Hold |
65,005
| – | – | 0.08% | 126 |
|
2021
Q3 | $1.15M | Sell |
65,005
-1
| -0% | -$18 | 0.08% | 118 |
|
2021
Q2 | $1.14M | Sell |
65,006
-13,608
| -17% | -$238K | 0.08% | 113 |
|
2021
Q1 | $1.37M | Buy |
78,614
+201
| +0.3% | +$3.5K | 0.11% | 98 |
|
2020
Q4 | $996K | Hold |
78,413
| – | – | 0.09% | 108 |
|
2020
Q3 | $780K | Hold |
78,413
| – | – | 0.08% | 114 |
|
2020
Q2 | $896K | Buy |
78,413
+483
| +0.6% | +$5.52K | 0.1% | 101 |
|
2020
Q1 | $842K | Buy |
77,930
+67,386
| +639% | +$728K | 0.12% | 94 |
|
2019
Q4 | $183K | Hold |
10,544
| – | – | 0.02% | 272 |
|
2019
Q3 | $163K | Hold |
10,544
| – | – | 0.02% | 272 |
|
2019
Q2 | $170K | Buy |
+10,544
| New | +$170K | 0.02% | 264 |
|