James Investment Research’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-480
| Closed | -$31K | – | 613 |
|
|
2019
Q2 | $31K | Sell |
480
-1,000
| -68% | -$64.6K | ﹤0.01% | 536 |
|
|
2019
Q1 | $87K | Sell |
1,480
-20,900
| -93% | -$1.23M | 0.01% | 590 |
|
|
2018
Q4 | $1.15M | Buy |
22,380
+17,620
| +370% | +$904K | 0.07% | 255 |
|
|
2018
Q3 | $322K | Sell |
4,760
-13,525
| -74% | -$915K | 0.01% | 543 |
|
|
2018
Q2 | $1.14M | Sell |
18,285
-18,681
| -51% | -$1.16M | 0.04% | 466 |
|
|
2018
Q1 | $2.7M | Sell |
36,966
-910
| -2% | -$66.5K | 0.1% | 192 |
|
|
2017
Q4 | $2.91M | Buy |
37,876
+9,676
| +34% | +$744K | 0.1% | 172 |
|
|
2017
Q3 | $2.07M | Buy |
28,200
+4,040
| +17% | +$297K | 0.07% | 239 |
|
|
2017
Q2 | $1.63M | Buy |
+24,160
| New | +$1.63M | 0.05% | 246 |
|
|
2015
Q4 | – | Sell |
-345
| Closed | -$16K | – | 492 |
|
|
2015
Q3 | $16K | Hold |
345
| – | – | ﹤0.01% | 422 |
|
|
2015
Q2 | $20K | Hold |
345
| – | – | ﹤0.01% | 432 |
|
|
2015
Q1 | $20K | Hold |
345
| – | – | ﹤0.01% | 446 |
|
|
2014
Q4 | $20K | Hold |
345
| – | – | ﹤0.01% | 439 |
|
|
2014
Q3 | $18K | Sell |
345
-4,000
| -92% | -$209K | ﹤0.01% | 448 |
|
|
2014
Q2 | $224K | Hold |
4,345
| – | – | 0.01% | 314 |
|
|
2014
Q1 | $220K | Sell |
4,345
-1,700
| -28% | -$86.1K | 0.01% | 318 |
|
|
2013
Q4 | $312K | Sell |
6,045
-2,000
| -25% | -$103K | 0.01% | 290 |
|
|
2013
Q3 | $338K | Hold |
8,045
| – | – | 0.01% | 278 |
|
|
2013
Q2 | $293K | Buy |
+8,045
| New | +$293K | 0.01% | 273 |
|