Private Wealth Management Group’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
-3,208
Closed -$38.8K 1627
2024
Q1
$38.8K Buy
3,208
+36
+1% +$462 0.02% 187
2023
Q4
$46.9K Buy
+3,172
New +$40.5K 0.02% 163

Private Wealth Management Group's LBAI Position: Q2 2024 in Review

Private Wealth Management Group sold out of Lakeland Bancorp Inc (LBAI) in Q2 2024, closing a stake of 3,208 shares — an estimated $38.8K sold.

Private Wealth Management Group first reported a position in LBAI in Q4 2023 and held it in 2 quarters. The position peaked at $46.9K in Q4 2023. 0 funds tracked by Wall St. Rank hold LBAI as of Q2 2024.

  • Private Wealth Management Group reported no remaining Lakeland Bancorp Inc position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 3,208 Lakeland Bancorp Inc shares in Q2 2024, an estimated $38.8K.
  • Private Wealth Management Group first reported a position in Lakeland Bancorp Inc in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Lakeland Bancorp Inc position peaked at $46.9K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.