Legacy Advisors’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 |
-62,121
| Closed | -$752K | – | 347 |
|
|
2024
Q1 | $752K | Hold |
62,121
| – | – | 0.1% | 170 |
|
|
2023
Q4 | $919K | Hold |
62,121
| – | – | 0.12% | 137 |
|
|
2023
Q3 | $784K | Hold |
62,121
| – | – | 0.13% | 138 |
|
|
2023
Q2 | $832K | Hold |
62,121
| – | – | 0.12% | 134 |
|
|
2023
Q1 | $972K | Hold |
62,121
| – | – | 0.18% | 98 |
|
|
2022
Q4 | $1.09M | Hold |
62,121
| – | – | 0.2% | 81 |
|
|
2022
Q3 | $995K | Hold |
62,121
| – | – | 0.22% | 73 |
|
|
2022
Q2 | $908K | Hold |
62,121
| – | – | 0.19% | 79 |
|
|
2022
Q1 | $1.04M | Hold |
62,121
| – | – | 0.2% | 76 |
|
|
2021
Q4 | $1.18M | Hold |
62,121
| – | – | 0.43% | 35 |
|
|
2021
Q3 | $1.09M | Hold |
62,121
| – | – | 0.44% | 38 |
|
|
2021
Q2 | $1.09M | Hold |
62,121
| – | – | 0.44% | 37 |
|
|
2021
Q1 | $1.08M | Hold |
62,121
| – | – | 0.48% | 36 |
|
|
2020
Q4 | $789K | Hold |
62,121
| – | – | 0.45% | 43 |
|
|
2020
Q3 | $618K | Hold |
62,121
| – | – | 0.41% | 47 |
|
|
2020
Q2 | $710K | Sell |
62,121
-20,315
| -25% | -$219K | 0.56% | 40 |
|
|
2020
Q1 | $891K | Hold |
82,436
| – | – | 0.89% | 25 |
|
|
2019
Q4 | $1.43M | Hold |
82,436
| – | – | 0.91% | 28 |
|
|
2019
Q3 | $1.27M | Hold |
82,436
| – | – | 0.95% | 27 |
|
|
2019
Q2 | $1.33M | Sell |
82,436
-33,044
| -29% | -$525K | 0.9% | 28 |
|
|
2019
Q1 | $1.72M | Buy |
115,480
+57,740
| +100% | +$915K | 0.56% | 41 |
|
|
2018
Q4 | $855K | Hold |
57,740
| – | – | 0.65% | 38 |
|
|
2018
Q3 | $1.04M | Buy |
57,740
+13,804
| +31% | +$268K | 0.51% | 61 |
|
|
2018
Q2 | $872K | Buy |
43,936
+40,629
| +1,229% | +$816K | 0.65% | 35 |
|
|
2018
Q1 | $65K | Hold |
3,307
| – | – | 0.05% | 144 |
|
|
2017
Q4 | $63K | Hold |
3,307
| – | – | 0.06% | 118 |
|
|
2017
Q3 | $67K | Hold |
3,307
| – | – | 0.07% | 89 |
|
|
2017
Q2 | $62K | Hold |
3,307
| – | – | 0.08% | 89 |
|
|
2017
Q1 | $64K | Hold |
3,307
| – | – | 0.09% | 86 |
|
|
2016
Q4 | $64K | Buy |
+3,307
| New | +$53.8K | 0.09% | 88 |
|
Legacy Advisors's LBAI Position: Q2 2024 in Review
Legacy Advisors sold out of Lakeland Bancorp Inc (LBAI) in Q2 2024, closing a stake of 62,121 shares — an estimated $752K sold.
Legacy Advisors first reported a position in LBAI in Q4 2016 and held it in 30 quarters. The position peaked at $1.72M in Q1 2019. 0 funds tracked by Wall St. Rank hold LBAI as of Q2 2024.
- Legacy Advisors reported no remaining Lakeland Bancorp Inc position as of Q2 2024 after selling out during the quarter.
- Legacy Advisors sold 62,121 Lakeland Bancorp Inc shares in Q2 2024, an estimated $752K.
- Legacy Advisors first reported a position in Lakeland Bancorp Inc in Q4 2016 and held it in 30 quarters.
- Legacy Advisors's Lakeland Bancorp Inc position peaked at $1.72M in Q1 2019.
- 0 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2024.
Based on Legacy Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.