Grimes & Company’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 |
-6,514
| Closed | -$203K | – | 374 |
|
2024
Q2 | $203K | Sell |
6,514
-53
| -0.8% | -$1.65K | 0.01% | 330 |
|
2024
Q1 | $210K | Buy |
+6,567
| New | +$210K | 0.01% | 312 |
|
2022
Q4 | – | Sell |
-6,228
| Closed | -$273K | – | 303 |
|
2022
Q3 | $273K | Hold |
6,228
| – | – | 0.01% | 227 |
|
2022
Q2 | $291K | Hold |
6,228
| – | – | 0.01% | 225 |
|
2022
Q1 | $407K | Hold |
6,228
| – | – | 0.02% | 213 |
|
2021
Q4 | $425K | Hold |
6,228
| – | – | 0.02% | 213 |
|
2021
Q3 | $428K | Hold |
6,228
| – | – | 0.02% | 207 |
|
2021
Q2 | $391K | Hold |
6,228
| – | – | 0.02% | 216 |
|
2021
Q1 | $388K | Hold |
6,228
| – | – | 0.02% | 209 |
|
2020
Q4 | $313K | Buy |
+6,228
| New | +$313K | 0.02% | 214 |
|
2020
Q3 | – | Sell |
-6,228
| Closed | -$229K | – | 260 |
|
2020
Q2 | $229K | Buy |
+6,228
| New | +$229K | 0.02% | 228 |
|
2020
Q1 | – | Sell |
-7,772
| Closed | -$459K | – | 254 |
|
2019
Q4 | $459K | Hold |
7,772
| – | – | 0.03% | 186 |
|
2019
Q3 | $469K | Sell |
7,772
-34
| -0.4% | -$2.05K | 0.03% | 180 |
|
2019
Q2 | $503K | Sell |
7,806
-89
| -1% | -$5.74K | 0.04% | 171 |
|
2019
Q1 | $463K | Buy |
7,895
+17
| +0.2% | +$997 | 0.04% | 170 |
|
2018
Q4 | $404K | Hold |
7,878
| – | – | 0.04% | 163 |
|
2018
Q3 | $533K | Hold |
7,878
| – | – | 0.04% | 156 |
|
2018
Q2 | $490K | Hold |
7,878
| – | – | 0.04% | 160 |
|
2018
Q1 | $576K | Buy |
+7,878
| New | +$576K | 0.06% | 145 |
|