Colony Family Offices’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-7,054
| Closed | -$217K | – | 96 |
|
2022
Q4 | $217K | Buy |
7,054
+1,211
| +21% | +$37.2K | 0.09% | 66 |
|
2022
Q3 | $257K | Sell |
5,843
-60
| -1% | -$2.64K | 0.11% | 65 |
|
2022
Q2 | $276K | Buy |
+5,903
| New | +$276K | 0.13% | 56 |
|
2021
Q2 | – | Sell |
-5,529
| Closed | -$344K | – | 41 |
|
2021
Q1 | $344K | Buy |
+5,529
| New | +$344K | 0.27% | 36 |
|