J.P. Morgan Private Wealth Advisors’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $243K | Buy |
+9,835
| New | +$243K | ﹤0.01% | 1566 |
|
|
2023
Q2 | – | Sell |
-13,497
| Closed | -$303K | – | 1715 |
|
|
2023
Q1 | $303K | Sell |
13,497
-76,925
| -85% | -$1.73M | ﹤0.01% | 1673 |
|
|
2022
Q4 | $2.78M | Sell |
90,422
-4,002
| -4% | -$123K | 0.01% | 735 |
|
|
2022
Q3 | $4.15M | Sell |
94,424
-1,145
| -1% | -$50.3K | 0.01% | 608 |
|
|
2022
Q2 | $4.47M | Sell |
95,569
-6,872
| -7% | -$321K | 0.01% | 599 |
|
|
2022
Q1 | $6.7M | Buy |
102,441
+22,437
| +28% | +$1.47M | 0.01% | 532 |
|
|
2021
Q4 | $5.46M | Buy |
80,004
+405
| +0.5% | +$27.6K | 0.01% | 585 |
|
|
2021
Q3 | $5.47M | Sell |
79,599
-14
| -0% | -$962 | 0.01% | 572 |
|
|
2021
Q2 | $5M | Buy |
79,613
+19,913
| +33% | +$1.25M | 0.01% | 595 |
|
|
2021
Q1 | $3.72M | Sell |
59,700
-3,138
| -5% | -$195K | 0.01% | 581 |
|
|
2020
Q4 | $3.16M | Buy |
62,838
+325
| +0.5% | +$16.3K | 0.01% | 600 |
|
|
2020
Q3 | $1.96M | Sell |
62,513
-7,416
| -11% | -$232K | 0.01% | 657 |
|
|
2020
Q2 | $2.57M | Sell |
69,929
-36,554
| -34% | -$1.34M | 0.01% | 517 |
|
|
2020
Q1 | $2.8M | Sell |
106,483
-50,484
| -32% | -$1.33M | 0.02% | 456 |
|
|
2019
Q4 | $9.26M | Sell |
156,967
-10,931
| -7% | -$645K | 0.04% | 317 |
|
|
2019
Q3 | $10.1M | Sell |
167,898
-3,690
| -2% | -$223K | 0.05% | 286 |
|
|
2019
Q2 | $11.1M | Buy |
171,588
+12,227
| +8% | +$788K | 0.06% | 268 |
|
|
2019
Q1 | $9.35M | Buy |
159,361
+22,689
| +17% | +$1.33M | 0.05% | 292 |
|
|
2018
Q4 | $7.01M | Buy |
136,672
+3,680
| +3% | +$189K | 0.04% | 307 |
|
|
2018
Q3 | $9M | Sell |
132,992
-67,103
| -34% | -$4.54M | 0.04% | 318 |
|
|
2018
Q2 | $12.5M | Buy |
200,095
+11,921
| +6% | +$742K | 0.07% | 245 |
|
|
2018
Q1 | $13.7M | Buy |
188,174
+15,432
| +9% | +$1.13M | 0.09% | 195 |
|
|
2017
Q4 | $13.3M | Buy |
172,742
+9,503
| +6% | +$731K | 0.09% | 204 |
|
|
2017
Q3 | $12M | Buy |
163,239
+4,181
| +3% | +$307K | 0.09% | 200 |
|
|
2017
Q2 | $10.7M | Sell |
159,058
-8,897
| -5% | -$601K | 0.08% | 201 |
|
|
2017
Q1 | $11M | Buy |
167,955
+7,767
| +5% | +$508K | 0.09% | 199 |
|
|
2016
Q4 | $10.6M | Buy |
160,188
+4,122
| +3% | +$273K | 0.09% | 190 |
|
|
2016
Q3 | $7.33M | Buy |
156,066
+22,399
| +17% | +$1.05M | 0.07% | 228 |
|
|
2016
Q2 | $5.18M | Buy |
133,667
+103,383
| +341% | +$4.01M | 0.05% | 258 |
|
|
2016
Q1 | $1.19M | Sell |
30,284
-1,889
| -6% | -$74K | 0.01% | 514 |
|
|
2015
Q4 | $1.62M | Buy |
32,173
+3,247
| +11% | +$163K | 0.02% | 415 |
|
|
2015
Q3 | $1.37M | Sell |
28,926
-1,341
| -4% | -$63.6K | 0.02% | 405 |
|
|
2015
Q2 | $1.79M | Sell |
30,267
-2,245
| -7% | -$133K | 0.02% | 392 |
|
|
2015
Q1 | $1.87M | Buy |
32,512
+12,859
| +65% | +$739K | 0.02% | 392 |
|
|
2014
Q4 | $1.13M | Sell |
19,653
-315
| -2% | -$18.2K | 0.01% | 505 |
|
|
2014
Q3 | $1.07M | Sell |
19,968
-6,369
| -24% | -$341K | 0.01% | 500 |
|
|
2014
Q2 | $1.36M | Buy |
26,337
+3,756
| +17% | +$193K | 0.02% | 351 |
|
|
2014
Q1 | $1.14M | Buy |
+22,581
| New | +$1.14M | 0.02% | 379 |
|