Gideon Capital Advisors’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,593
| Closed | -$360K | – | 351 |
|
|
2019
Q2 | $360K | Sell |
5,593
-4,434
| -44% | -$285K | 0.12% | 206 |
|
|
2019
Q1 | $589K | Sell |
10,027
-19,467
| -66% | -$1.14M | 0.21% | 132 |
|
|
2018
Q4 | $1.51M | Buy |
29,494
+19,677
| +200% | +$1.01M | 0.62% | 38 |
|
|
2018
Q3 | $664K | Buy |
9,817
+6,235
| +174% | +$422K | 0.31% | 92 |
|
|
2018
Q2 | $223K | Sell |
3,582
-6,498
| -64% | -$405K | 0.11% | 322 |
|
|
2018
Q1 | $736K | Buy |
10,080
+2,686
| +36% | +$196K | 0.46% | 54 |
|
|
2017
Q4 | $568K | Buy |
+7,394
| New | +$568K | 0.5% | 44 |
|
|
2016
Q2 | – | Sell |
-12,562
| Closed | -$492K | – | 229 |
|
|
2016
Q1 | $492K | Sell |
12,562
-5,698
| -31% | -$223K | 0.61% | 67 |
|
|
2015
Q4 | $918K | Sell |
18,260
-3,317
| -15% | -$167K | 0.67% | 60 |
|
|
2015
Q3 | $1.02M | Sell |
21,577
-779
| -3% | -$37K | 0.6% | 60 |
|
|
2015
Q2 | $1.32M | Buy |
22,356
+4,204
| +23% | +$249K | 0.55% | 66 |
|
|
2015
Q1 | $1.04M | Buy |
+18,152
| New | +$1.04M | 0.42% | 91 |
|
|
2014
Q3 | – | Sell |
-7,483
| Closed | -$385K | – | 328 |
|
|
2014
Q2 | $385K | Sell |
7,483
-12,157
| -62% | -$625K | 0.14% | 181 |
|
|
2014
Q1 | $995K | Sell |
19,640
-6,460
| -25% | -$327K | 0.55% | 58 |
|
|
2013
Q4 | $1.35M | Buy |
+26,100
| New | +$1.35M | 0.8% | 40 |
|