CAPTRUST Financial Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,798
| Closed | -$337K | – | 2723 |
|
|
2023
Q4 | $337K | Buy |
22,798
+643
| +3% | +$9.51K | ﹤0.01% | 2028 |
|
|
2023
Q3 | $280K | Buy |
22,155
+529
| +2% | +$6.68K | ﹤0.01% | 2035 |
|
|
2023
Q2 | $290K | Sell |
21,626
-1,127
| -5% | -$15.1K | ﹤0.01% | 2007 |
|
|
2023
Q1 | $356K | Buy |
22,753
+962
| +4% | +$15K | ﹤0.01% | 1622 |
|
|
2022
Q4 | $384K | Sell |
21,791
-23
| -0.1% | -$405 | ﹤0.01% | 1478 |
|
|
2022
Q3 | $349K | Buy |
21,814
+54
| +0.2% | +$864 | ﹤0.01% | 1448 |
|
|
2022
Q2 | $318K | Sell |
21,760
-233
| -1% | -$3.41K | ﹤0.01% | 1389 |
|
|
2022
Q1 | $367K | Sell |
21,993
-44
| -0.2% | -$734 | ﹤0.01% | 1318 |
|
|
2021
Q4 | $418K | Buy |
22,037
+144
| +0.7% | +$2.73K | ﹤0.01% | 1207 |
|
|
2021
Q3 | $386K | Buy |
21,893
+84
| +0.4% | +$1.48K | ﹤0.01% | 1157 |
|
|
2021
Q2 | $381K | Hold |
21,809
| – | – | ﹤0.01% | 1119 |
|
|
2021
Q1 | $380K | Buy |
21,809
+813
| +4% | +$14.2K | ﹤0.01% | 1092 |
|
|
2020
Q4 | $267K | Sell |
20,996
-111
| -0.5% | -$1.41K | ﹤0.01% | 1079 |
|
|
2020
Q3 | $211K | Hold |
21,107
| – | – | ﹤0.01% | 1009 |
|
|
2020
Q2 | $228K | Hold |
21,107
| – | – | ﹤0.01% | 975 |
|
|
2020
Q1 | $214K | Hold |
21,107
| – | – | ﹤0.01% | 828 |
|
|
2019
Q4 | $365K | Buy |
21,107
+20,996
| +18,915% | +$363K | 0.01% | 784 |
|
|
2019
Q3 | $2K | Sell |
111
-65
| -37% | -$1.17K | ﹤0.01% | 1820 |
|
|
2019
Q2 | $3K | Hold |
176
| – | – | ﹤0.01% | 1763 |
|
|
2019
Q1 | $3K | Sell |
176
-107
| -38% | -$1.82K | ﹤0.01% | 1653 |
|
|
2018
Q4 | $4K | Hold |
283
| – | – | ﹤0.01% | 1404 |
|
|
2018
Q3 | $5K | Hold |
283
| – | – | ﹤0.01% | 1368 |
|
|
2018
Q2 | $6K | Buy |
+283
| New | +$6K | ﹤0.01% | 1311 |
|