Orion Portfolio Solutions’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
-20,797
Closed -$252K 1829
2024
Q1
$252K Buy
20,797
+328
+2% +$4.21K ﹤0.01% 1524
2023
Q4
$292K Sell
20,469
-348
-2% -$4.45K ﹤0.01% 1412
2023
Q3
$263K Sell
20,817
-135
-0.6% -$1.87K ﹤0.01% 1444
2023
Q2
$281K Sell
20,952
-98
-0.5% -$1.37K ﹤0.01% 1421
2023
Q1
$329K Buy
+21,050
New +$383K ﹤0.01% 1312

Orion Portfolio Solutions's LBAI Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of Lakeland Bancorp Inc (LBAI) in Q2 2024, closing a stake of 20,797 shares — an estimated $252K sold.

Orion Portfolio Solutions first reported a position in LBAI in Q1 2023 and held it in 5 quarters. The position peaked at $329K in Q1 2023. 0 funds tracked by Wall St. Rank hold LBAI as of Q2 2024.

  • Orion Portfolio Solutions reported no remaining Lakeland Bancorp Inc position as of Q2 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 20,797 Lakeland Bancorp Inc shares in Q2 2024, an estimated $252K.
  • Orion Portfolio Solutions first reported a position in Lakeland Bancorp Inc in Q1 2023 and held it in 5 quarters.
  • Orion Portfolio Solutions's Lakeland Bancorp Inc position peaked at $329K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.