Capital Analysts LLC’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-552
| Closed | -$17K | – | 1034 |
|
|
2022
Q4 | $17K | Hold |
552
| – | – | ﹤0.01% | 791 |
|
|
2022
Q3 | $24K | Sell |
552
-1,006
| -65% | -$48.4K | ﹤0.01% | 693 |
|
|
2022
Q2 | $73K | Sell |
1,558
-348
| -18% | -$19.8K | 0.01% | 485 |
|
|
2022
Q1 | $125K | Hold |
1,906
| – | – | 0.01% | 397 |
|
|
2021
Q4 | $130K | Buy |
1,906
+552
| +41% | +$38.9K | 0.01% | 409 |
|
|
2021
Q3 | $93K | Hold |
1,354
| – | – | 0.01% | 469 |
|
|
2021
Q2 | $85K | Hold |
1,354
| – | – | 0.01% | 479 |
|
|
2021
Q1 | $84K | Hold |
1,354
| – | – | 0.01% | 499 |
|
|
2020
Q4 | $68K | Sell |
1,354
-180
| -12% | -$7.65K | 0.01% | 378 |
|
|
2020
Q3 | $48K | Hold |
1,534
| – | – | ﹤0.01% | 410 |
|
|
2020
Q2 | $56K | Sell |
1,534
-481
| -24% | -$16.9K | 0.01% | 363 |
|
|
2020
Q1 | $53K | Buy |
2,015
+823
| +69% | +$39.1K | 0.01% | 331 |
|
|
2019
Q4 | $70K | Hold |
1,192
| – | – | 0.01% | 349 |
|
|
2019
Q3 | $71K | Buy |
1,192
+46
| +4% | +$2.75K | 0.01% | 329 |
|
|
2019
Q2 | $74K | Hold |
1,146
| – | – | 0.01% | 312 |
|
|
2019
Q1 | $67K | Hold |
1,146
| – | – | 0.01% | 312 |
|
|
2018
Q4 | $59K | Buy |
1,146
+112
| +11% | +$6.81K | 0.01% | 298 |
|
|
2018
Q3 | $70K | Hold |
1,034
| – | – | 0.01% | 283 |
|
|
2018
Q2 | $64K | Hold |
1,034
| – | – | 0.01% | 301 |
|
|
2018
Q1 | $76K | Hold |
1,034
| – | – | 0.01% | 265 |
|
|
2017
Q4 | $79K | Buy |
1,034
+102
| +11% | +$7.72K | 0.01% | 272 |
|
|
2017
Q3 | $68K | Hold |
932
| – | – | 0.01% | 281 |
|
|
2017
Q2 | $63K | Buy |
932
+96
| +11% | +$6.35K | 0.01% | 284 |
|
|
2017
Q1 | $54.7K | Hold |
836
| – | – | 0.01% | 262 |
|
|
2016
Q4 | $55K | Sell |
836
-100
| -11% | -$5.82K | 0.01% | 269 |
|
|
2016
Q3 | $44K | Sell |
936
-155
| -14% | -$6.94K | 0.01% | 268 |
|
|
2016
Q2 | $42.3K | Hold |
1,091
| – | – | 0.01% | 274 |
|
|
2016
Q1 | $42.8K | Hold |
1,091
| – | – | 0.01% | 289 |
|
|
2015
Q4 | $54.8K | Hold |
1,091
| – | – | 0.01% | 263 |
|
|
2015
Q3 | $51.8K | Hold |
1,091
| – | – | 0.01% | 274 |
|
|
2015
Q2 | $64.6K | Buy |
1,091
+258
| +31% | +$15.1K | 0.01% | 255 |
|
|
2015
Q1 | $47.9K | Hold |
833
| – | – | 0.01% | 286 |
|
|
2014
Q4 | $48K | Hold |
833
| – | – | 0.01% | 259 |
|
|
2014
Q3 | $44.6K | Buy |
833
+252
| +43% | +$13.4K | 0.01% | 252 |
|
|
2014
Q2 | $29.9K | Buy |
+581
| New | +$28.7K | 0.01% | 275 |
|
Other funds holding LNC
Capital Analysts LLC's LNC Position: Q1 2023 in Review
Capital Analysts LLC sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 552 shares — an estimated $17K sold.
Capital Analysts LLC first reported a position in LNC in Q2 2014 and held it in 35 quarters. The position peaked at $130K in Q4 2021. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.
- Capital Analysts LLC reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
- Capital Analysts LLC sold 552 Lincoln National shares in Q1 2023, an estimated $17K.
- Capital Analysts LLC first reported a position in Lincoln National in Q2 2014 and held it in 35 quarters.
- Capital Analysts LLC's Lincoln National position peaked at $130K in Q4 2021.
- 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.
Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.