Glassman Wealth Services’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 |
-232
| Closed | -$6.26K | – | 1093 |
|
|
2023
Q4 | $6.26K | Sell |
232
-133
| -36% | -$3.59K | ﹤0.01% | 1012 |
|
|
2023
Q3 | $9.01K | Sell |
365
-65
| -15% | -$1.61K | ﹤0.01% | 885 |
|
|
2023
Q2 | $11.1K | Sell |
430
-11
| -2% | -$283 | ﹤0.01% | 788 |
|
|
2023
Q1 | $9.91K | Buy |
441
+128
| +41% | +$2.88K | ﹤0.01% | 825 |
|
|
2022
Q4 | $9.62K | Buy |
313
+69
| +28% | +$2.12K | ﹤0.01% | 836 |
|
|
2022
Q3 | $11K | Sell |
244
-9
| -4% | -$406 | ﹤0.01% | 768 |
|
|
2022
Q2 | $12K | Sell |
253
-250
| -50% | -$11.9K | ﹤0.01% | 756 |
|
|
2022
Q1 | $33K | Sell |
503
-1
| -0.2% | -$66 | 0.01% | 502 |
|
|
2021
Q4 | $34K | Buy |
504
+291
| +137% | +$19.6K | 0.01% | 463 |
|
|
2021
Q3 | $15K | Buy |
213
+6
| +3% | +$423 | ﹤0.01% | 658 |
|
|
2021
Q2 | $13K | Buy |
207
+21
| +11% | +$1.32K | ﹤0.01% | 687 |
|
|
2021
Q1 | $12K | Buy |
186
+1
| +0.5% | +$65 | ﹤0.01% | 669 |
|
|
2020
Q4 | $9K | Sell |
185
-3
| -2% | -$146 | ﹤0.01% | 745 |
|
|
2020
Q3 | $6K | Sell |
188
-1,000
| -84% | -$31.9K | ﹤0.01% | 742 |
|
|
2020
Q2 | $44K | Buy |
1,188
+103
| +9% | +$3.82K | 0.01% | 267 |
|
|
2020
Q1 | $29K | Buy |
1,085
+34
| +3% | +$909 | 0.01% | 296 |
|
|
2019
Q4 | $62K | Buy |
1,051
+22
| +2% | +$1.3K | 0.02% | 226 |
|
|
2019
Q3 | $62K | Sell |
1,029
-4
| -0.4% | -$241 | 0.03% | 211 |
|
|
2019
Q2 | $67K | Buy |
1,033
+1,005
| +3,589% | +$65.2K | 0.03% | 205 |
|
|
2019
Q1 | $2K | Buy |
28
+4
| +17% | +$286 | ﹤0.01% | 703 |
|
|
2018
Q4 | $1K | Buy |
24
+15
| +167% | +$625 | ﹤0.01% | 651 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 701 |
|
|
2018
Q2 | $1K | Sell |
9
-4
| -31% | -$444 | ﹤0.01% | 677 |
|
|
2018
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 629 |
|
|
2017
Q4 | $1K | Buy |
13
+4
| +44% | +$308 | ﹤0.01% | 584 |
|
|
2017
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 478 |
|
|
2017
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 476 |
|
|
2017
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 508 |
|
|
2016
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 563 |
|
|
2016
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 543 |
|