Perigon Wealth Management’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 |
-18,209
| Closed | -$220K | – | 930 |
|
|
2024
Q1 | $220K | Hold |
18,209
| – | – | 0.01% | 781 |
|
|
2023
Q4 | $269K | Sell |
18,209
-61
| -0.3% | -$902 | 0.01% | 688 |
|
|
2023
Q3 | $231K | Buy |
18,270
+61
| +0.3% | +$770 | 0.01% | 687 |
|
|
2023
Q2 | $244K | Hold |
18,209
| – | – | 0.01% | 677 |
|
|
2023
Q1 | $285K | Sell |
18,209
-1,657
| -8% | -$25.9K | 0.02% | 553 |
|
|
2022
Q4 | $350K | Buy |
19,866
+3,668
| +23% | +$64.6K | 0.02% | 485 |
|
|
2022
Q3 | $259K | Buy |
16,198
+840
| +5% | +$13.4K | 0.02% | 466 |
|
|
2022
Q2 | $225K | Sell |
15,358
-331
| -2% | -$4.85K | 0.02% | 510 |
|
|
2022
Q1 | $262K | Buy |
+15,689
| New | +$262K | 0.02% | 508 |
|