Concord Wealth Partners’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-31
| Closed | -$964 | – | 992 |
|
|
2024
Q2 | $964 | Hold |
31
| – | – | ﹤0.01% | 727 |
|
|
2024
Q1 | $990 | Hold |
31
| – | – | ﹤0.01% | 793 |
|
|
2023
Q4 | $836 | Sell |
31
-487
| -94% | -$13.1K | ﹤0.01% | 766 |
|
|
2023
Q3 | $12.8K | Buy |
518
+211
| +69% | +$5.21K | ﹤0.01% | 579 |
|
|
2023
Q2 | $7.92K | Buy |
307
+131
| +74% | +$3.38K | ﹤0.01% | 642 |
|
|
2023
Q1 | $3.95K | Sell |
176
-313
| -64% | -$7.02K | ﹤0.01% | 709 |
|
|
2022
Q4 | $15K | Buy |
+489
| New | +$15K | ﹤0.01% | 576 |
|
|
2022
Q3 | – | Sell |
-1,891
| Closed | -$88K | – | 705 |
|
|
2022
Q2 | $88K | Buy |
1,891
+467
| +33% | +$21.7K | 0.02% | 281 |
|
|
2022
Q1 | $93K | Sell |
1,424
-148
| -9% | -$9.67K | 0.02% | 312 |
|
|
2021
Q4 | $107K | Buy |
1,572
+1,253
| +393% | +$85.3K | 0.03% | 300 |
|
|
2021
Q3 | $22K | Sell |
319
-993
| -76% | -$68.5K | 0.01% | 362 |
|
|
2021
Q2 | $82K | Buy |
1,312
+1,037
| +377% | +$64.8K | 0.02% | 268 |
|
|
2021
Q1 | $17K | Buy |
+275
| New | +$17K | 0.01% | 504 |
|