LBA Wealth Management’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $470K | Sell |
7,178
-450
| -6% | -$29.5K | 0.25% | 70 |
|
|
2016
Q4 | $506K | Hold |
7,628
| – | – | 0.28% | 64 |
|
|
2016
Q3 | $358K | Hold |
7,628
| – | – | 0.2% | 82 |
|
|
2016
Q2 | $296K | Hold |
7,628
| – | – | 0.17% | 88 |
|
|
2016
Q1 | $299K | Sell |
7,628
-1,575
| -17% | -$61.7K | 0.17% | 92 |
|
|
2015
Q4 | $463K | Sell |
9,203
-775
| -8% | -$39K | 0.27% | 66 |
|
|
2015
Q3 | $474K | Sell |
9,978
-851
| -8% | -$40.4K | 0.3% | 61 |
|
|
2015
Q2 | $641K | Sell |
10,829
-970
| -8% | -$57.4K | 0.4% | 43 |
|
|
2015
Q1 | $678K | Sell |
11,799
-655
| -5% | -$37.6K | 0.43% | 42 |
|
|
2014
Q4 | $718K | Sell |
12,454
-3,225
| -21% | -$186K | 0.48% | 40 |
|
|
2014
Q3 | $840K | Sell |
15,679
-1,300
| -8% | -$69.6K | 0.58% | 39 |
|
|
2014
Q2 | $873K | Hold |
16,979
| – | – | 0.71% | 35 |
|
|
2014
Q1 | $860K | Sell |
16,979
-225
| -1% | -$11.4K | 0.7% | 37 |
|
|
2013
Q4 | $888K | Buy |
+17,204
| New | +$888K | 0.73% | 35 |
|