Sterling Financial Planning’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 |
-61,770
| Closed | -$747K | – | 108 |
|
|
2024
Q1 | $747K | Sell |
61,770
-1,331
| -2% | -$16.1K | 0.3% | 56 |
|
|
2023
Q4 | $933K | Sell |
63,101
-1,300
| -2% | -$19.2K | 0.4% | 53 |
|
|
2023
Q3 | $813K | Hold |
64,401
| – | – | 0.42% | 47 |
|
|
2023
Q2 | $862K | Hold |
64,401
| – | – | 0.43% | 46 |
|
|
2023
Q1 | $1.01M | Sell |
64,401
-3,000
| -4% | -$46.9K | 0.55% | 44 |
|
|
2022
Q4 | $1.19M | Sell |
67,401
-1,082
| -2% | -$19.1K | 0.71% | 39 |
|
|
2022
Q3 | $1.1M | Hold |
68,483
| – | – | 0.77% | 33 |
|
|
2022
Q2 | $1M | Hold |
68,483
| – | – | 0.7% | 34 |
|
|
2022
Q1 | $1.14M | Buy |
68,483
+20,933
| +44% | +$350K | 0.72% | 31 |
|
|
2021
Q4 | $903K | Hold |
47,550
| – | – | 0.56% | 34 |
|
|
2021
Q3 | $838K | Sell |
47,550
-5,974
| -11% | -$105K | 0.53% | 32 |
|
|
2021
Q2 | $936K | Buy |
53,524
+7,954
| +17% | +$139K | 0.61% | 32 |
|
|
2021
Q1 | $794K | Sell |
45,570
-997
| -2% | -$17.4K | 0.57% | 33 |
|
|
2020
Q4 | $591K | Buy |
+46,567
| New | +$591K | 0.48% | 35 |
|