Steward Partners Investment Advisory’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
Q1 | – | Sell |
-9,033
| Closed | -$134K | – | 3696 |
|
|
2023
Q4 | $134K | Hold |
9,033
| – | – | ﹤0.01% | 1546 |
|
|
2023
Q3 | $114K | Sell |
9,033
-1,717
| -16% | -$21.7K | ﹤0.01% | 1517 |
|
|
2023
Q2 | $144K | Sell |
10,750
-800
| -7% | -$10.7K | ﹤0.01% | 1413 |
|
|
2023
Q1 | $181K | Sell |
11,550
-2,700
| -19% | -$42.2K | ﹤0.01% | 1336 |
|
|
2022
Q4 | $251K | Sell |
14,250
-2,500
| -15% | -$44K | ﹤0.01% | 1147 |
|
|
2022
Q3 | $268K | Sell |
16,750
-4,900
| -23% | -$78.4K | 0.01% | 1081 |
|
|
2022
Q2 | $317K | Sell |
21,650
-500
| -2% | -$7.32K | 0.01% | 1013 |
|
|
2022
Q1 | $370K | Sell |
22,150
-600
| -3% | -$10K | 0.01% | 1042 |
|
|
2021
Q4 | $432K | Sell |
22,750
-2,500
| -10% | -$47.5K | 0.01% | 994 |
|
|
2021
Q3 | $445K | Hold |
25,250
| – | – | 0.01% | 948 |
|
|
2021
Q2 | $441K | Sell |
25,250
-858
| -3% | -$15K | 0.01% | 987 |
|
|
2021
Q1 | $455K | Buy |
26,108
+108
| +0.4% | +$1.88K | 0.01% | 924 |
|
|
2020
Q4 | $330K | Sell |
26,000
-250
| -1% | -$3.17K | 0.01% | 881 |
|
|
2020
Q3 | $261K | Buy |
26,250
+26,000
| +10,400% | +$259K | 0.01% | 852 |
|
|
2020
Q2 | $3K | Buy |
+250
| New | +$3K | ﹤0.01% | 2437 |
|