Carson Wealth (CWM LLC)’s Lakeland Bancorp Inc LBAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,542
| Closed | -$212K | – | 5058 |
|
|
2024
Q1 | $212K | Buy |
17,542
+17,292
| +6,917% | +$222K | ﹤0.01% | 1499 |
|
|
2023
Q4 | $4K | Sell |
250
-19
| -7% | -$243 | ﹤0.01% | 3654 |
|
|
2023
Q3 | $3K | Buy |
269
+190
| +241% | +$2.63K | ﹤0.01% | 3738 |
|
|
2023
Q2 | $1K | Sell |
79
-382
| -83% | -$5.33K | ﹤0.01% | 4124 |
|
|
2023
Q1 | $7K | Sell |
461
-54
| -10% | -$982 | ﹤0.01% | 3180 |
|
|
2022
Q4 | $9K | Buy |
515
+86
| +20% | +$1.53K | ﹤0.01% | 2895 |
|
|
2022
Q3 | $7K | Buy |
429
+54
| +14% | +$860 | ﹤0.01% | 2932 |
|
|
2022
Q2 | $5K | Sell |
375
-528
| -58% | -$8.1K | ﹤0.01% | 3031 |
|
|
2022
Q1 | $15K | Buy |
903
+26
| +3% | +$480 | ﹤0.01% | 2272 |
|
|
2021
Q4 | $17K | Buy |
+877
| New | +$16.1K | ﹤0.01% | 2093 |
|
|
2021
Q2 | $3K | Hold |
174
| – | – | ﹤0.01% | 2588 |
|
|
2021
Q1 | $3K | Hold |
174
| – | – | ﹤0.01% | 2586 |
|
|
2020
Q4 | $3K | Hold |
174
| – | – | ﹤0.01% | 2586 |
|
|
2020
Q3 | $3K | Hold |
174
| – | – | ﹤0.01% | 2585 |
|
|
2020
Q2 | $3K | Hold |
174
| – | – | ﹤0.01% | 2584 |
|
|
2020
Q1 | $3K | Hold |
174
| – | – | ﹤0.01% | 2582 |
|
|
2019
Q4 | $3K | Hold |
174
| – | – | ﹤0.01% | 2581 |
|
|
2019
Q3 | $3K | Hold |
174
| – | – | ﹤0.01% | 2581 |
|
|
2019
Q2 | $3K | Hold |
174
| – | – | ﹤0.01% | 2581 |
|
|
2019
Q1 | $3K | Buy |
+174
| New | +$2.76K | ﹤0.01% | 2580 |
|
Carson Wealth (CWM LLC)'s LBAI Position: Q2 2024 in Review
Carson Wealth (CWM LLC) sold out of Lakeland Bancorp Inc (LBAI) in Q2 2024, closing a stake of 17,542 shares — an estimated $212K sold.
Carson Wealth (CWM LLC) first reported a position in LBAI in Q1 2019 and held it in 20 quarters. The position peaked at $212K in Q1 2024. 0 funds tracked by Wall St. Rank hold LBAI as of Q2 2024.
- Carson Wealth (CWM LLC) reported no remaining Lakeland Bancorp Inc position as of Q2 2024 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 17,542 Lakeland Bancorp Inc shares in Q2 2024, an estimated $212K.
- Carson Wealth (CWM LLC) first reported a position in Lakeland Bancorp Inc in Q1 2019 and held it in 20 quarters.
- Carson Wealth (CWM LLC)'s Lakeland Bancorp Inc position peaked at $212K in Q1 2024.
- 0 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2024.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.