Burney Company’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,138
| Closed | -$401K | – | 559 |
|
|
2022
Q3 | $401K | Buy |
9,138
+509
| +6% | +$22.3K | 0.02% | 440 |
|
|
2022
Q2 | $404K | Sell |
8,629
-2,708
| -24% | -$127K | 0.02% | 430 |
|
|
2022
Q1 | $741K | Sell |
11,337
-18
| -0.2% | -$1.18K | 0.03% | 372 |
|
|
2021
Q4 | $775K | Sell |
11,355
-6,230
| -35% | -$425K | 0.03% | 364 |
|
|
2021
Q3 | $1.21M | Buy |
17,585
+330
| +2% | +$22.7K | 0.06% | 283 |
|
|
2021
Q2 | $1.08M | Sell |
17,255
-12,509
| -42% | -$786K | 0.05% | 305 |
|
|
2021
Q1 | $1.85M | Buy |
29,764
+14,074
| +90% | +$876K | 0.09% | 235 |
|
|
2020
Q4 | $789K | Buy |
15,690
+1,821
| +13% | +$91.6K | 0.04% | 315 |
|
|
2020
Q3 | $435K | Buy |
+13,869
| New | +$435K | 0.03% | 366 |
|
|
2020
Q1 | – | Sell |
-4,344
| Closed | -$256K | – | 454 |
|
|
2019
Q4 | $256K | Sell |
4,344
-50
| -1% | -$2.95K | 0.01% | 419 |
|
|
2019
Q3 | $265K | Buy |
4,394
+880
| +25% | +$53.1K | 0.02% | 393 |
|
|
2019
Q2 | $226K | Buy |
+3,514
| New | +$226K | 0.01% | 421 |
|
|
2019
Q1 | – | Sell |
-10,416
| Closed | -$534K | – | 452 |
|
|
2018
Q4 | $534K | Buy |
10,416
+1,345
| +15% | +$69K | 0.04% | 299 |
|
|
2018
Q3 | $614K | Sell |
9,071
-1,930
| -18% | -$131K | 0.04% | 303 |
|
|
2018
Q2 | $685K | Buy |
11,001
+4,045
| +58% | +$252K | 0.04% | 287 |
|
|
2018
Q1 | $508K | Buy |
6,956
+4,240
| +156% | +$310K | 0.03% | 293 |
|
|
2017
Q4 | $209K | Buy |
+2,716
| New | +$209K | 0.01% | 414 |
|