Cary Street Partners Investment Advisory’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,705
| Closed | -$91.5K | – | 1310 |
|
|
2023
Q3 | $91.5K | Buy |
3,705
+2,185
| +144% | +$53.9K | ﹤0.01% | 726 |
|
|
2023
Q2 | $39.2K | Sell |
1,520
-880
| -37% | -$22.7K | ﹤0.01% | 874 |
|
|
2023
Q1 | $53.9K | Sell |
2,400
-462
| -16% | -$10.4K | ﹤0.01% | 727 |
|
|
2022
Q4 | $87.9K | Sell |
2,862
-3,050
| -52% | -$93.7K | 0.01% | 614 |
|
|
2022
Q3 | $260K | Buy |
5,912
+2,769
| +88% | +$122K | 0.02% | 409 |
|
|
2022
Q2 | $147K | Buy |
+3,143
| New | +$147K | 0.01% | 464 |
|
|
2021
Q3 | – | Sell |
-400
| Closed | -$25K | – | 278 |
|
|
2021
Q2 | $25K | Buy |
400
+25
| +7% | +$1.56K | 0.01% | 303 |
|
|
2021
Q1 | $23K | Buy |
+375
| New | +$23K | 0.01% | 293 |
|
|
2020
Q4 | – | Sell |
-124,594
| Closed | -$3.9M | – | 650 |
|
|
2020
Q3 | $3.9M | Buy |
+124,594
| New | +$3.9M | 0.83% | 32 |
|