Balasa Dinverno & Foltz’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $375K | Sell |
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|
2022
Q1 | $567K | Buy |
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|
2021
Q4 | $577K | Sell |
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|
2021
Q3 | $586K | Buy |
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|
2021
Q2 | $508K | Buy |
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|
2021
Q1 | $481K | Buy |
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|
2020
Q4 | $364K | Buy |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $295K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $455K | Sell |
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|
2019
Q3 | $527K | Sell |
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|
2019
Q2 | $615K | Buy |
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|
2019
Q1 | $558K | Buy |
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|
2018
Q4 | $456K | Buy |
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|
2018
Q3 | $457K | Buy |
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|
2018
Q2 | $346K | Buy |
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|
2018
Q1 | $375K | Buy |
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|
2017
Q4 | $372K | Sell |
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|
2017
Q3 | $356K | Buy |
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|
2017
Q2 | $318K | Hold |
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|
2017
Q1 | $308K | Sell |
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|
2016
Q4 | $316K | Buy |
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|
2016
Q3 | $214K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $226K | Buy |
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|
2015
Q1 | $214K | Buy |
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