BC
Bartlett & Co’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $25K | Sell |
915
-70
| -7% | -$1.91K | ﹤0.01% | 835 |
|
|
2023
Q3 | $24K | Hold |
985
| – | – | ﹤0.01% | 782 |
|
|
2023
Q2 | $25K | Sell |
985
-700
| -42% | -$17.8K | ﹤0.01% | 782 |
|
|
2023
Q1 | $38K | Sell |
1,685
-210
| -11% | -$4.74K | ﹤0.01% | 609 |
|
|
2022
Q4 | $58K | Hold |
1,895
| – | – | ﹤0.01% | 559 |
|
|
2022
Q3 | $83K | Hold |
1,895
| – | – | ﹤0.01% | 482 |
|
|
2022
Q2 | $89K | Sell |
1,895
-70
| -4% | -$3.29K | ﹤0.01% | 479 |
|
|
2022
Q1 | $128K | Buy |
+1,965
| New | +$128K | ﹤0.01% | 443 |
|
|
2021
Q4 | – | Sell |
-2,022
| Closed | -$139K | – | 676 |
|
|
2021
Q3 | $139K | Hold |
2,022
| – | – | ﹤0.01% | 368 |
|
|
2021
Q2 | $127K | Hold |
2,022
| – | – | ﹤0.01% | 379 |
|
|
2021
Q1 | $126K | Hold |
2,022
| – | – | ﹤0.01% | 384 |
|
|
2020
Q4 | $102K | Sell |
2,022
-300
| -13% | -$15.1K | ﹤0.01% | 406 |
|
|
2020
Q3 | $73K | Hold |
2,322
| – | – | ﹤0.01% | 431 |
|
|
2020
Q2 | $85K | Sell |
2,322
-150
| -6% | -$5.49K | ﹤0.01% | 400 |
|
|
2020
Q1 | $65K | Buy |
+2,472
| New | +$65K | ﹤0.01% | 419 |
|
|
2019
Q3 | $215K | Sell |
3,557
-60
| -2% | -$3.63K | 0.01% | 321 |
|
|
2019
Q2 | $233K | Sell |
3,617
-2,425
| -40% | -$156K | 0.01% | 247 |
|
|
2019
Q1 | $355K | Sell |
6,042
-1,443
| -19% | -$84.8K | 0.01% | 219 |
|
|
2018
Q4 | $384K | Sell |
7,485
-4,700
| -39% | -$241K | 0.02% | 212 |
|
|
2018
Q3 | $824K | Sell |
12,185
-208
| -2% | -$14.1K | 0.03% | 181 |
|
|
2018
Q2 | $771K | Buy |
12,393
+737
| +6% | +$45.9K | 0.03% | 178 |
|
|
2018
Q1 | $852K | Sell |
11,656
-1,274
| -10% | -$93.1K | 0.04% | 169 |
|
|
2017
Q4 | $994K | Sell |
12,930
-442
| -3% | -$34K | 0.04% | 162 |
|
|
2017
Q3 | $983K | Sell |
13,372
-450
| -3% | -$33.1K | 0.04% | 155 |
|
|
2017
Q2 | $934K | Sell |
13,822
-1,400
| -9% | -$94.6K | 0.04% | 155 |
|
|
2017
Q1 | $996K | Sell |
15,222
-4,078
| -21% | -$267K | 0.05% | 150 |
|
|
2016
Q4 | $1.28M | Sell |
19,300
-865
| -4% | -$57.3K | 0.06% | 139 |
|
|
2016
Q3 | $947K | Sell |
20,165
-78,136
| -79% | -$3.67M | 0.05% | 149 |
|
|
2016
Q2 | $3.81M | Sell |
98,301
-12,280
| -11% | -$476K | 0.19% | 88 |
|
|
2016
Q1 | $4.34M | Sell |
110,581
-48,625
| -31% | -$1.91M | 0.22% | 83 |
|
|
2015
Q4 | $8M | Sell |
159,206
-5,365
| -3% | -$270K | 0.41% | 66 |
|
|
2015
Q3 | $7.81M | Sell |
164,571
-3,120
| -2% | -$148K | 0.43% | 61 |
|
|
2015
Q2 | $9.93M | Sell |
167,691
-7,370
| -4% | -$436K | 0.5% | 58 |
|
|
2015
Q1 | $10.1M | Sell |
175,061
-11,215
| -6% | -$644K | 0.5% | 59 |
|
|
2014
Q4 | $10.7M | Sell |
186,276
-4,548
| -2% | -$262K | 0.52% | 59 |
|
|
2014
Q3 | $10.2M | Sell |
190,824
-84,546
| -31% | -$4.53M | 0.49% | 63 |
|
|
2014
Q2 | $14.2M | Buy |
275,370
+12,277
| +5% | +$632K | 0.68% | 54 |
|
|
2014
Q1 | $13.3M | Sell |
263,093
-25,500
| -9% | -$1.29M | 0.66% | 56 |
|
|
2013
Q4 | $14.9M | Sell |
288,593
-16,763
| -5% | -$865K | 0.74% | 53 |
|
|
2013
Q3 | $12.8M | Sell |
305,356
-30,619
| -9% | -$1.29M | 0.69% | 54 |
|
|
2013
Q2 | $12.3M | Buy |
+335,975
| New | +$12.3M | 0.67% | 53 |
|