Dorsey & Whitney Trust’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,169
| Closed | -$246K | – | 440 |
|
|
2019
Q4 | $246K | Sell |
4,169
-128
| -3% | -$7.55K | 0.03% | 369 |
|
|
2019
Q3 | $259K | Buy |
4,297
+52
| +1% | +$3.13K | 0.04% | 338 |
|
|
2019
Q2 | $273K | Buy |
4,245
+239
| +6% | +$15.4K | 0.04% | 308 |
|
|
2019
Q1 | $235K | Sell |
4,006
-138
| -3% | -$8.1K | 0.04% | 334 |
|
|
2018
Q4 | $212K | Buy |
4,144
+6
| +0.1% | +$307 | 0.04% | 326 |
|
|
2018
Q3 | $279K | Buy |
4,138
+254
| +7% | +$17.1K | 0.04% | 302 |
|
|
2018
Q2 | $241K | Hold |
3,884
| – | – | 0.04% | 314 |
|
|
2018
Q1 | $283K | Hold |
3,884
| – | – | 0.05% | 254 |
|
|
2017
Q4 | $299K | Hold |
3,884
| – | – | 0.06% | 240 |
|
|
2017
Q3 | $285K | Buy |
3,884
+159
| +4% | +$11.7K | 0.06% | 239 |
|
|
2017
Q2 | $251K | Hold |
3,725
| – | – | 0.05% | 267 |
|
|
2017
Q1 | $244K | Buy |
+3,725
| New | +$244K | 0.05% | 262 |
|