Focused Wealth 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
Q1 | – | Sell |
-3,400
| Closed | -$91.7K | – | 580 |
|
|
2023
Q4 | $91.7K | Buy |
+3,400
| New | +$91.7K | 0.02% | 212 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1023 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1037 |
|
|
2018
Q2 | – | Sell |
-2,200
| Closed | -$161K | – | 682 |
|
|
2018
Q1 | $161K | Hold |
2,200
| – | – | 0.05% | 194 |
|
|
2017
Q4 | $169K | Buy |
+2,200
| New | +$169K | 0.05% | 176 |
|
|
2017
Q3 | – | Sell |
-2,200
| Closed | -$149K | – | 678 |
|
|
2017
Q2 | $149K | Buy |
+2,200
| New | +$149K | 0.06% | 180 |
|