Dowling & Yahnke’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,173
| Closed | -$215K | – | 273 |
|
|
2018
Q3 | $215K | Sell |
3,173
-300
| -9% | -$20.3K | 0.02% | 271 |
|
|
2018
Q2 | $216K | Sell |
3,473
-300
| -8% | -$18.7K | 0.02% | 266 |
|
|
2018
Q1 | $276K | Sell |
3,773
-300
| -7% | -$21.9K | 0.03% | 255 |
|
|
2017
Q4 | $313K | Sell |
4,073
-200
| -5% | -$15.4K | 0.03% | 257 |
|
|
2017
Q3 | $314K | Sell |
4,273
-250
| -6% | -$18.4K | 0.03% | 243 |
|
|
2017
Q2 | $306K | Sell |
4,523
-250
| -5% | -$16.9K | 0.03% | 242 |
|
|
2017
Q1 | $312K | Sell |
4,773
-250
| -5% | -$16.3K | 0.03% | 241 |
|
|
2016
Q4 | $333K | Sell |
5,023
-600
| -11% | -$39.8K | 0.04% | 230 |
|
|
2016
Q3 | $264K | Hold |
5,623
| – | – | 0.03% | 242 |
|
|
2016
Q2 | $218K | Hold |
5,623
| – | – | 0.03% | 254 |
|
|
2016
Q1 | $220K | Sell |
5,623
-39
| -0.7% | -$1.53K | 0.03% | 245 |
|
|
2015
Q4 | $285K | Sell |
5,662
-261
| -4% | -$13.1K | 0.04% | 230 |
|
|
2015
Q3 | $281K | Sell |
5,923
-350
| -6% | -$16.6K | 0.04% | 222 |
|
|
2015
Q2 | $371K | Buy |
6,273
+23
| +0.4% | +$1.36K | 0.05% | 214 |
|
|
2015
Q1 | $359K | Hold |
6,250
| – | – | 0.04% | 217 |
|
|
2014
Q4 | $360K | Sell |
6,250
-250
| -4% | -$14.4K | 0.04% | 214 |
|
|
2014
Q3 | $348K | Hold |
6,500
| – | – | 0.05% | 211 |
|
|
2014
Q2 | $334K | Sell |
6,500
-200
| -3% | -$10.3K | 0.04% | 225 |
|
|
2014
Q1 | $339K | Sell |
6,700
-525
| -7% | -$26.6K | 0.04% | 225 |
|
|
2013
Q4 | $373K | Sell |
7,225
-425
| -6% | -$21.9K | 0.05% | 201 |
|
|
2013
Q3 | $321K | Sell |
7,650
-500
| -6% | -$21K | 0.05% | 201 |
|
|
2013
Q2 | $297K | Buy |
+8,150
| New | +$297K | 0.05% | 201 |
|