OneDigital Investment Advisors’s Landmark Bancorp LARK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Buy |
25,481
+1,353
| +6% | +$35.8K | 0.01% | 785 |
|
|
2025
Q1 | $657K | Buy |
24,128
+10,075
| +72% | +$274K | 0.01% | 758 |
|
|
2024
Q4 | $337K | Buy |
14,053
+2
| +0% | +$48 | ﹤0.01% | 1070 |
|
|
2024
Q3 | $270K | Buy |
14,051
+489
| +4% | +$9.4K | ﹤0.01% | 1215 |
|
|
2024
Q2 | $248K | Buy |
13,562
+825
| +6% | +$15.1K | ﹤0.01% | 1193 |
|
|
2024
Q1 | $234K | Buy |
+12,737
| New | +$234K | ﹤0.01% | 988 |
|
|
2019
Q3 | – | Sell |
-3,055
| Closed | -$55K | – | 844 |
|
|
2019
Q2 | $55K | Sell |
3,055
-2,589
| -46% | -$46.6K | ﹤0.01% | 554 |
|
|
2019
Q1 | $96K | Hold |
5,644
| – | – | 0.01% | 377 |
|
|
2018
Q4 | $96K | Buy |
5,644
+839
| +17% | +$14.3K | 0.02% | 342 |
|
|
2018
Q3 | $99K | Hold |
4,805
| – | – | 0.02% | 276 |
|
|
2018
Q2 | $97K | Hold |
4,805
| – | – | 0.02% | 345 |
|
|
2018
Q1 | $100K | Hold |
4,805
| – | – | 0.02% | 344 |
|
|
2017
Q4 | $99K | Sell |
4,805
-3
| -0.1% | -$62 | 0.01% | 338 |
|
|
2017
Q3 | $92K | Hold |
4,808
| – | – | 0.03% | 245 |
|
|
2017
Q2 | $98K | Buy |
+4,808
| New | +$98K | 0.03% | 320 |
|