Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-28
| Closed | -$2K | – | 894 |
|
|
2021
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 734 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | – | – | 875 |
|
|
2019
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 780 |
|
|
2018
Q3 | – | Sell |
-13
| Closed | -$1K | – | 476 |
|
|
2018
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 520 |
|
|
2016
Q1 | – | Sell |
-70
| Closed | -$4K | – | 343 |
|
|
2015
Q4 | $4K | Sell |
70
-1,800
| -96% | -$103K | ﹤0.01% | 257 |
|
|
2015
Q3 | $89K | Buy |
1,870
+1,800
| +2,571% | +$85.7K | 0.03% | 55 |
|
|
2015
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 233 |
|
|
2015
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 260 |
|
|
2014
Q4 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 267 |
|