Waldron Private Wealth’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 |
-24,791
| Closed | -$300K | – | 447 |
|
|
2024
Q1 | $300K | Hold |
24,791
| – | – | 0.01% | 315 |
|
|
2023
Q4 | $367K | Hold |
24,791
| – | – | 0.02% | 280 |
|
|
2023
Q3 | $313K | Buy |
+24,791
| New | +$313K | 0.02% | 280 |
|
|
2023
Q2 | – | Sell |
-24,791
| Closed | -$388K | – | 429 |
|
|
2023
Q1 | $388K | Hold |
24,791
| – | – | 0.02% | 294 |
|
|
2022
Q4 | $396K | Hold |
24,791
| – | – | 0.02% | 263 |
|
|
2022
Q3 | $396K | Hold |
24,791
| – | – | 0.02% | 263 |
|
|
2022
Q2 | $362K | Hold |
24,791
| – | – | 0.02% | 277 |
|
|
2022
Q1 | $414K | Hold |
24,791
| – | – | 0.02% | 273 |
|
|
2021
Q4 | $470K | Hold |
24,791
| – | – | 0.02% | 256 |
|
|
2021
Q3 | $437K | Hold |
24,791
| – | – | 0.03% | 237 |
|
|
2021
Q2 | $433K | Buy |
+24,791
| New | +$433K | 0.03% | 229 |
|