Lincoln National Corp’s Carolina Financial Corp. CARO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,691
| Closed | -$276K | – | 680 |
|
|
2020
Q1 | $276K | Sell |
10,691
-149
| -1% | -$3.85K | 0.01% | 465 |
|
|
2019
Q4 | $469K | Hold |
10,840
| – | – | 0.02% | 409 |
|
|
2019
Q3 | $385K | Sell |
10,840
-721
| -6% | -$25.6K | 0.01% | 399 |
|
|
2019
Q2 | $406K | Hold |
11,561
| – | – | 0.02% | 365 |
|
|
2019
Q1 | $400K | Hold |
11,561
| – | – | 0.02% | 333 |
|
|
2018
Q4 | $342K | Hold |
11,561
| – | – | 0.02% | 321 |
|
|
2018
Q3 | $436K | Sell |
11,561
-205
| -2% | -$7.73K | 0.01% | 290 |
|
|
2018
Q2 | $505K | Sell |
11,766
-215
| -2% | -$9.23K | 0.02% | 264 |
|
|
2018
Q1 | $471K | Sell |
11,981
-33,905
| -74% | -$1.33M | 0.02% | 272 |
|
|
2017
Q4 | $1.71M | Buy |
45,886
+27,249
| +146% | +$1.01M | 0.05% | 168 |
|
|
2017
Q3 | $669K | Buy |
18,637
+10,953
| +143% | +$393K | 0.03% | 180 |
|
|
2017
Q2 | $248K | Hold |
7,684
| – | – | 0.01% | 300 |
|
|
2017
Q1 | $231K | Hold |
7,684
| – | – | 0.01% | 296 |
|
|
2016
Q4 | $237K | Buy |
+7,684
| New | +$237K | 0.01% | 260 |
|