FormulaFolio Investments’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $61K | Hold |
975
| – | – | 0.02% | 135 |
|
|
2021
Q1 | $66K | Sell |
975
-3,768
| -79% | -$255K | 0.02% | 127 |
|
|
2020
Q4 | $239K | Buy |
+4,743
| New | +$239K | 0.01% | 585 |
|
|
2019
Q3 | – | Sell |
-5,599
| Closed | -$361K | – | 359 |
|
|
2019
Q2 | $361K | Buy |
+5,599
| New | +$361K | 0.02% | 240 |
|
|
2018
Q2 | – | Sell |
-5,793
| Closed | -$423K | – | 318 |
|
|
2018
Q1 | $423K | Sell |
5,793
-286
| -5% | -$20.9K | 0.02% | 192 |
|
|
2017
Q4 | $467K | Sell |
6,079
-9,353
| -61% | -$719K | 0.03% | 172 |
|
|
2017
Q3 | $1.13M | Buy |
15,432
+390
| +3% | +$28.7K | 0.09% | 64 |
|
|
2017
Q2 | $1.02M | Buy |
+15,042
| New | +$1.02M | 0.09% | 68 |
|
|
2017
Q1 | – | Sell |
-15,022
| Closed | -$996K | – | 226 |
|
|
2016
Q4 | $996K | Buy |
+15,022
| New | +$996K | 0.13% | 45 |
|
|
2016
Q2 | – | Sell |
-20,777
| Closed | -$814K | – | 137 |
|
|
2016
Q1 | $814K | Buy |
+20,777
| New | +$814K | 0.14% | 59 |
|