Bedel Financial Consulting’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4,587
| Closed | -$215K | – | 220 |
|
2022
Q2 | $215K | Hold |
4,587
| – | – | 0.06% | 183 |
|
2022
Q1 | $300K | Hold |
4,587
| – | – | 0.09% | 143 |
|
2021
Q4 | $313K | Sell |
4,587
-270
| -6% | -$18.4K | 0.1% | 143 |
|
2021
Q3 | $334K | Hold |
4,857
| – | – | 0.11% | 131 |
|
2021
Q2 | $305K | Sell |
4,857
-1,072
| -18% | -$67.3K | 0.11% | 138 |
|
2021
Q1 | $369K | Hold |
5,929
| – | – | 0.14% | 112 |
|
2020
Q4 | $298K | Hold |
5,929
| – | – | 0.13% | 109 |
|
2020
Q3 | $186K | Hold |
5,929
| – | – | 0.09% | 148 |
|
2020
Q2 | $218K | Hold |
5,929
| – | – | 0.12% | 120 |
|
2020
Q1 | $156K | Hold |
5,929
| – | – | 0.1% | 139 |
|
2019
Q4 | $350K | Hold |
5,929
| – | – | 0.2% | 92 |
|
2019
Q3 | $358K | Hold |
5,929
| – | – | 0.22% | 89 |
|
2019
Q2 | $382K | Hold |
5,929
| – | – | 0.23% | 83 |
|
2019
Q1 | $348K | Hold |
5,929
| – | – | 0.22% | 85 |
|
2018
Q4 | $304K | Hold |
5,929
| – | – | 0.22% | 83 |
|
2018
Q3 | $382K | Hold |
5,929
| – | – | 0.25% | 79 |
|
2018
Q2 | $369K | Hold |
5,929
| – | – | 0.27% | 77 |
|
2018
Q1 | $433K | Hold |
5,929
| – | – | 0.33% | 63 |
|
2017
Q4 | $456K | Buy |
+5,929
| New | +$456K | 0.41% | 61 |
|