Sterling Financial Planning’s Lakeland Bancorp Inc LBAI Stock Holding History

Sterling Financial Planning’s Portfolio LBAI Stock Details LBAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-61,770	Closed	-$747K	–	108
2024 Q1	$747K	Sell	61,770 -1,331	-2%	-$17.1K	0.3%	56
2023 Q4	$933K	Sell	63,101 -1,300	-2%	-$16.6K	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%	-$54.5K	0.55%	44
2022 Q4	$1.19M	Sell	67,401 -1,082	-2%	-$19.3K	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%	+$387K	0.72%	31
2021 Q4	$903K	Hold	47,550	–	–	0.56%	34
2021 Q3	$838K	Sell	47,550 -5,974	-11%	-$99.2K	0.53%	32
2021 Q2	$936K	Buy	53,524 +7,954	+17%	+$144K	0.61%	32
2021 Q1	$794K	Sell	45,570 -997	-2%	-$15.4K	0.57%	33
2020 Q4	$591K	Buy	+46,567	New	+$549K	0.48%	35

Sterling Financial Planning's LBAI Position: Q2 2024 in Review

Sterling Financial Planning sold out of Lakeland Bancorp Inc (LBAI) in Q2 2024, closing a stake of 61,770 shares — an estimated $747K sold.

Sterling Financial Planning first reported a position in LBAI in Q4 2020 and held it in 14 quarters. The position peaked at $1.19M in Q4 2022. 0 funds tracked by Wall St. Rank hold LBAI as of Q2 2024.

Sterling Financial Planning reported no remaining Lakeland Bancorp Inc position as of Q2 2024 after selling out during the quarter.
Sterling Financial Planning sold 61,770 Lakeland Bancorp Inc shares in Q2 2024, an estimated $747K.
Sterling Financial Planning first reported a position in Lakeland Bancorp Inc in Q4 2020 and held it in 14 quarters.
Sterling Financial Planning's Lakeland Bancorp Inc position peaked at $1.19M in Q4 2022.
0 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2024.

Based on Sterling Financial Planning's 13F filing for Q2 2024, filed 30 Jul 2024.