Concorde Asset Management’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,265
| Closed | -$264K | – | 171 |
|
|
2024
Q1 | $264K | Sell |
8,265
-313
| -4% | -$9.99K | 0.18% | 108 |
|
|
2023
Q4 | $231K | Buy |
+8,578
| New | +$231K | 0.16% | 136 |
|
|
2021
Q2 | – | Sell |
-3,282
| Closed | -$204K | – | 217 |
|
|
2021
Q1 | $204K | Buy |
+3,282
| New | +$204K | 0.12% | 203 |
|
|
2016
Q1 | – | Sell |
-4,455
| Closed | -$224K | – | 132 |
|
|
2015
Q4 | $224K | Buy |
4,455
+74
| +2% | +$3.72K | 0.25% | 98 |
|
|
2015
Q3 | $208K | Sell |
4,381
-221
| -5% | -$10.5K | 0.35% | 84 |
|
|
2015
Q2 | $273K | Buy |
+4,602
| New | +$273K | 0.35% | 76 |
|