HBK Sorce Advisory’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,470
| Closed | -$260K | – | 738 |
|
|
2022
Q4 | $260K | Buy |
+8,470
| New | +$260K | 0.01% | 590 |
|
|
2022
Q3 | – | Sell |
-4,361
| Closed | -$204K | – | 625 |
|
|
2022
Q2 | $204K | Sell |
4,361
-48
| -1% | -$2.25K | 0.02% | 427 |
|
|
2022
Q1 | $288K | Sell |
4,409
-10
| -0.2% | -$653 | 0.02% | 407 |
|
|
2021
Q4 | $302K | Buy |
4,419
+15
| +0.3% | +$1.03K | 0.02% | 444 |
|
|
2021
Q3 | $303K | Sell |
4,404
-560
| -11% | -$38.5K | 0.02% | 437 |
|
|
2021
Q2 | $312K | Sell |
4,964
-2
| -0% | -$126 | 0.02% | 439 |
|
|
2021
Q1 | $309K | Buy |
4,966
+33
| +0.7% | +$2.05K | 0.02% | 397 |
|
|
2020
Q4 | $248K | Buy |
+4,933
| New | +$248K | 0.02% | 426 |
|
|
2020
Q1 | – | Sell |
-4,551
| Closed | -$269K | – | 430 |
|
|
2019
Q4 | $269K | Buy |
4,551
+84
| +2% | +$4.97K | 0.02% | 364 |
|
|
2019
Q3 | $269K | Buy |
4,467
+40
| +0.9% | +$2.41K | 0.03% | 344 |
|
|
2019
Q2 | $285K | Buy |
4,427
+45
| +1% | +$2.9K | 0.03% | 333 |
|
|
2019
Q1 | $257K | Buy |
4,382
+98
| +2% | +$5.75K | 0.03% | 360 |
|
|
2018
Q4 | $220K | Sell |
4,284
-58
| -1% | -$2.98K | 0.03% | 343 |
|
|
2018
Q3 | $294K | Sell |
4,342
-124
| -3% | -$8.4K | 0.03% | 301 |
|
|
2018
Q2 | $278K | Buy |
4,466
+24
| +0.5% | +$1.49K | 0.03% | 317 |
|
|
2018
Q1 | $325K | Buy |
4,442
+955
| +27% | +$69.9K | 0.04% | 276 |
|
|
2017
Q4 | $268K | Buy |
+3,487
| New | +$268K | 0.03% | 329 |
|