Creative Planning’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 |
-61,274
| Closed | -$741K | – | 3205 |
|
|
2024
Q1 | $741K | Buy |
61,274
+17,442
| +40% | +$224K | ﹤0.01% | 1556 |
|
|
2023
Q4 | $648K | Buy |
43,832
+17,656
| +67% | +$226K | ﹤0.01% | 1519 |
|
|
2023
Q3 | $330K | Buy |
26,176
+12,580
| +93% | +$174K | ﹤0.01% | 1849 |
|
|
2023
Q2 | $182K | Buy |
+13,596
| New | +$190K | ﹤0.01% | 2237 |
|
|
2023
Q1 | – | Sell |
-10,533
| Closed | -$185K | – | 2801 |
|
|
2022
Q4 | $185K | Sell |
10,533
-1,515
| -13% | -$27K | ﹤0.01% | 2041 |
|
|
2022
Q3 | $193K | Buy |
+12,048
| New | +$192K | ﹤0.01% | 1919 |
|
|
2016
Q1 | – | Sell |
-1,373
| Closed | -$16K | – | 4584 |
|
|
2015
Q4 | $16K | Hold |
1,373
| – | – | ﹤0.01% | 3004 |
|
|
2015
Q3 | $15K | Buy |
+1,373
| New | +$15.7K | ﹤0.01% | 2965 |
|
|
2015
Q2 | – | Sell |
-1,373
| Closed | -$16K | – | 3170 |
|
|
2015
Q1 | $16K | Hold |
1,373
| – | – | ﹤0.01% | 2889 |
|
|
2014
Q4 | $16K | Hold |
1,373
| – | – | ﹤0.01% | 2826 |
|
|
2014
Q3 | $13K | Hold |
1,373
| – | – | ﹤0.01% | 2810 |
|
|
2014
Q2 | $15K | Hold |
1,373
| – | – | ﹤0.01% | 2673 |
|
|
2014
Q1 | $15K | Hold |
1,373
| – | – | ﹤0.01% | 2561 |
|
|
2013
Q4 | $16K | Hold |
1,373
| – | – | ﹤0.01% | 2329 |
|
|
2013
Q3 | $15K | Hold |
1,373
| – | – | ﹤0.01% | 2259 |
|
|
2013
Q2 | $14K | Buy |
+1,373
| New | +$12.8K | ﹤0.01% | 2124 |
|
Creative Planning's LBAI Position: Q2 2024 in Review
Creative Planning sold out of Lakeland Bancorp Inc (LBAI) in Q2 2024, closing a stake of 61,274 shares — an estimated $741K sold.
Creative Planning first reported a position in LBAI in Q2 2013 and held it in 16 quarters. The position peaked at $741K in Q1 2024. 0 funds tracked by Wall St. Rank hold LBAI as of Q2 2024.
- Creative Planning reported no remaining Lakeland Bancorp Inc position as of Q2 2024 after selling out during the quarter.
- Creative Planning sold 61,274 Lakeland Bancorp Inc shares in Q2 2024, an estimated $741K.
- Creative Planning first reported a position in Lakeland Bancorp Inc in Q2 2013 and held it in 16 quarters.
- Creative Planning's Lakeland Bancorp Inc position peaked at $741K in Q1 2024.
- 0 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2024.
Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.