Altavista Wealth Management’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.77M | Hold |
40,508
| – | – | 0.56% | 39 |
|
|
2021
Q3 | $2.79M | Hold |
40,508
| – | – | 0.62% | 39 |
|
|
2021
Q2 | $2.55M | Hold |
40,508
| – | – | 0.56% | 42 |
|
|
2021
Q1 | $2.52M | Hold |
40,508
| – | – | 0.62% | 40 |
|
|
2020
Q4 | $2.04M | Hold |
40,508
| – | – | 0.52% | 45 |
|
|
2020
Q3 | $1.27M | Hold |
40,508
| – | – | 0.35% | 56 |
|
|
2020
Q2 | $1.49M | Sell |
40,508
-188
| -0.5% | -$6.92K | 0.43% | 51 |
|
|
2020
Q1 | $1.07M | Sell |
40,696
-26,233
| -39% | -$690K | 0.37% | 58 |
|
|
2019
Q4 | $3.95M | Hold |
66,929
| – | – | 1.17% | 29 |
|
|
2019
Q3 | $4.04M | Hold |
66,929
| – | – | 1.26% | 27 |
|
|
2019
Q2 | $4.31M | Hold |
66,929
| – | – | 1.38% | 28 |
|
|
2019
Q1 | $3.93M | Hold |
66,929
| – | – | 1.39% | 28 |
|
|
2018
Q4 | $3.43M | Hold |
66,929
| – | – | 1.4% | 28 |
|
|
2018
Q3 | $4.53M | Hold |
66,929
| – | – | 1.69% | 18 |
|
|
2018
Q2 | $4.17M | Hold |
66,929
| – | – | 1.67% | 19 |
|
|
2018
Q1 | $4.89M | Hold |
66,929
| – | – | 2.07% | 14 |
|
|
2017
Q4 | $5.15M | Sell |
66,929
-50
| -0.1% | -$3.84K | 2.17% | 12 |
|
|
2017
Q3 | $4.92M | Hold |
66,979
| – | – | 2.34% | 11 |
|
|
2017
Q2 | $4.53M | Buy |
66,979
+188
| +0.3% | +$12.7K | 2.25% | 13 |
|
|
2017
Q1 | $4.37M | Buy |
66,791
+50
| +0.1% | +$3.27K | 2.19% | 12 |
|
|
2016
Q4 | $4.42M | Sell |
66,741
-865
| -1% | -$57.3K | 2.4% | 11 |
|
|
2016
Q3 | $3.18M | Hold |
67,606
| – | – | 1.73% | 22 |
|
|
2016
Q2 | $2.62M | Hold |
67,606
| – | – | 1.45% | 27 |
|
|
2016
Q1 | $2.65M | Hold |
67,606
| – | – | 1.49% | 25 |
|
|
2015
Q4 | $3.4M | Hold |
67,606
| – | – | 2% | 18 |
|
|
2015
Q3 | $3.21M | Hold |
67,606
| – | – | 2.11% | 14 |
|
|
2015
Q2 | $4M | Hold |
67,606
| – | – | 2.46% | 9 |
|
|
2015
Q1 | $3.89M | Hold |
67,606
| – | – | 2.39% | 9 |
|
|
2014
Q4 | $3.88M | Sell |
67,606
-530
| -0.8% | -$30.4K | 2.39% | 11 |
|
|
2014
Q3 | $3.65M | Hold |
68,136
| – | – | 2.35% | 10 |
|
|
2014
Q2 | $3.51M | Hold |
68,136
| – | – | 2.18% | 10 |
|
|
2014
Q1 | $3.45M | Hold |
68,136
| – | – | 2.1% | 10 |
|
|
2013
Q4 | $3.52M | Hold |
68,136
| – | – | 2.15% | 9 |
|
|
2013
Q3 | $2.86M | Hold |
68,136
| – | – | 1.86% | 16 |
|
|
2013
Q2 | $2.49M | Buy |
+68,136
| New | +$2.49M | 1.67% | 22 |
|