Fiduciary Group’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,030
| Closed | -$207K | – | 235 |
|
|
2021
Q4 | $207K | Hold |
3,030
| – | – | 0.02% | 228 |
|
|
2021
Q3 | $229K | Buy |
+3,030
| New | +$229K | 0.03% | 224 |
|
|
2020
Q1 | – | Sell |
-3,468
| Closed | -$205K | – | 189 |
|
|
2019
Q4 | $205K | Hold |
3,468
| – | – | 0.03% | 191 |
|
|
2019
Q3 | $209K | Hold |
3,468
| – | – | 0.04% | 184 |
|
|
2019
Q2 | $224K | Hold |
3,468
| – | – | 0.04% | 180 |
|
|
2019
Q1 | $204K | Buy |
+3,468
| New | +$204K | 0.04% | 175 |
|
|
2018
Q4 | – | Sell |
-3,699
| Closed | -$250K | – | 179 |
|
|
2018
Q3 | $250K | Hold |
3,699
| – | – | 0.05% | 160 |
|
|
2018
Q2 | $230K | Hold |
3,699
| – | – | 0.05% | 161 |
|
|
2018
Q1 | $270K | Sell |
3,699
-151
| -4% | -$11K | 0.06% | 150 |
|
|
2017
Q4 | $296K | Hold |
3,850
| – | – | 0.06% | 143 |
|
|
2017
Q3 | $283K | Hold |
3,850
| – | – | 0.06% | 146 |
|
|
2017
Q2 | $260K | Sell |
3,850
-60
| -2% | -$4.05K | 0.06% | 151 |
|
|
2017
Q1 | $256K | Hold |
3,910
| – | – | 0.06% | 154 |
|
|
2016
Q4 | $259K | Buy |
+3,910
| New | +$259K | 0.07% | 152 |
|
|
2015
Q3 | – | Sell |
-3,910
| Closed | -$232K | – | 191 |
|
|
2015
Q2 | $232K | Buy |
+3,910
| New | +$232K | 0.07% | 176 |
|