Capital Advisors Inc’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-115,000
| Closed | -$3.1M | – | 314 |
|
|
2023
Q4 | $3.1M | Buy |
+115,000
| New | +$3.1M | 0.07% | 117 |
|
|
2018
Q1 | – | Sell |
-7,030
| Closed | -$540K | – | 191 |
|
|
2017
Q4 | $540K | Hold |
7,030
| – | – | 0.03% | 141 |
|
|
2017
Q3 | $517K | Sell |
7,030
-886
| -11% | -$65.2K | 0.03% | 136 |
|
|
2017
Q2 | $535K | Buy |
+7,916
| New | +$535K | 0.03% | 136 |
|