Creative Planning’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
Q2 | – | Sell |
-61,274
| Closed | -$741K | – | 3111 |
|
|
2024
Q1 | $741K | Buy |
61,274
+17,442
| +40% | +$211K | ﹤0.01% | 1551 |
|
|
2023
Q4 | $648K | Buy |
43,832
+17,656
| +67% | +$261K | ﹤0.01% | 1515 |
|
|
2023
Q3 | $330K | Buy |
26,176
+12,580
| +93% | +$159K | ﹤0.01% | 1845 |
|
|
2023
Q2 | $182K | Buy |
+13,596
| New | +$182K | ﹤0.01% | 2227 |
|
|
2023
Q1 | – | Sell |
-10,533
| Closed | -$185K | – | 2658 |
|
|
2022
Q4 | $185K | Sell |
10,533
-1,515
| -13% | -$26.7K | ﹤0.01% | 2032 |
|
|
2022
Q3 | $193K | Buy |
+12,048
| New | +$193K | ﹤0.01% | 1907 |
|
|
2016
Q1 | – | Sell |
-1,373
| Closed | -$16K | – | 4423 |
|
|
2015
Q4 | $16K | Hold |
1,373
| – | – | ﹤0.01% | 2967 |
|
|
2015
Q3 | $15K | Buy |
+1,373
| New | +$15K | ﹤0.01% | 2940 |
|
|
2015
Q2 | – | Sell |
-1,373
| Closed | -$16K | – | 3025 |
|
|
2015
Q1 | $16K | Hold |
1,373
| – | – | ﹤0.01% | 2859 |
|
|
2014
Q4 | $16K | Hold |
1,373
| – | – | ﹤0.01% | 2789 |
|
|
2014
Q3 | $13K | Hold |
1,373
| – | – | ﹤0.01% | 2774 |
|
|
2014
Q2 | $15K | Hold |
1,373
| – | – | ﹤0.01% | 2628 |
|
|
2014
Q1 | $15K | Hold |
1,373
| – | – | ﹤0.01% | 2526 |
|
|
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 | +$14K | ﹤0.01% | 2124 |
|