Gradient Investments’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,851
| Closed | -$57.6K | – | 886 |
|
|
2024
Q2 | $57.6K | Sell |
1,851
-14
| -0.8% | -$435 | ﹤0.01% | 477 |
|
|
2024
Q1 | $59.5K | Sell |
1,865
-2,204
| -54% | -$70.4K | ﹤0.01% | 413 |
|
|
2023
Q4 | $110K | Hold |
4,069
| – | – | ﹤0.01% | 413 |
|
|
2023
Q3 | $100K | Buy |
4,069
+14
| +0.3% | +$346 | ﹤0.01% | 391 |
|
|
2023
Q2 | $104K | Sell |
4,055
-137
| -3% | -$3.53K | ﹤0.01% | 400 |
|
|
2023
Q1 | $94.2K | Sell |
4,192
-116
| -3% | -$2.61K | ﹤0.01% | 386 |
|
|
2022
Q4 | $132K | Buy |
4,308
+162
| +4% | +$4.98K | ﹤0.01% | 347 |
|
|
2022
Q3 | $182K | Hold |
4,146
| – | – | 0.01% | 294 |
|
|
2022
Q2 | $194K | Sell |
4,146
-46
| -1% | -$2.15K | 0.01% | 293 |
|
|
2022
Q1 | $274K | Sell |
4,192
-304
| -7% | -$19.9K | 0.01% | 266 |
|
|
2021
Q4 | $307K | Sell |
4,496
-1,735
| -28% | -$118K | 0.01% | 250 |
|
|
2021
Q3 | $428K | Hold |
6,231
| – | – | 0.01% | 232 |
|
|
2021
Q2 | $392K | Sell |
6,231
-2,091
| -25% | -$132K | 0.01% | 236 |
|
|
2021
Q1 | $518K | Sell |
8,322
-1,881
| -18% | -$117K | 0.02% | 214 |
|
|
2020
Q4 | $320K | Hold |
10,203
| – | – | 0.01% | 228 |
|
|
2020
Q3 | $320K | Buy |
10,203
+116
| +1% | +$3.64K | 0.01% | 228 |
|
|
2020
Q2 | $371K | Hold |
10,087
| – | – | 0.02% | 211 |
|
|
2020
Q1 | $265K | Buy |
10,087
+2,213
| +28% | +$58.1K | 0.01% | 216 |
|
|
2019
Q4 | $465K | Buy |
7,874
+7,867
| +112,386% | +$465K | 0.02% | 221 |
|
|
2019
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1176 |
|
|
2019
Q1 | – | Sell |
-85
| Closed | -$4K | – | 938 |
|
|
2018
Q4 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 741 |
|
|
2016
Q1 | – | Sell |
-44
| Closed | -$2K | – | 769 |
|
|
2015
Q4 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 587 |
|