Lincoln National Corp’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-42,628
| Closed | -$3.97M | – | 743 |
|
|
2024
Q1 | $3.97M | Sell |
42,628
-8,178
| -16% | -$762K | 0.06% | 190 |
|
|
2023
Q4 | $4.7M | Buy |
50,806
+2,941
| +6% | +$272K | 0.08% | 146 |
|
|
2023
Q3 | $3.88M | Buy |
47,865
+3,208
| +7% | +$260K | 0.08% | 151 |
|
|
2023
Q2 | $3.79M | Buy |
44,657
+3,474
| +8% | +$294K | 0.07% | 164 |
|
|
2023
Q1 | $3.59M | Buy |
41,183
+631
| +2% | +$54.9K | 0.08% | 160 |
|
|
2022
Q4 | $3.42M | Buy |
40,552
+4,377
| +12% | +$369K | 0.08% | 153 |
|
|
2022
Q3 | $2.83M | Buy |
36,175
+2,888
| +9% | +$226K | 0.07% | 158 |
|
|
2022
Q2 | $2.51M | Buy |
33,287
+5,162
| +18% | +$389K | 0.06% | 178 |
|
|
2022
Q1 | $2.43M | Buy |
28,125
+2,348
| +9% | +$203K | 0.05% | 201 |
|
|
2021
Q4 | $2.5M | Buy |
25,777
+1,298
| +5% | +$126K | 0.05% | 189 |
|
|
2021
Q3 | $2.35M | Buy |
24,479
+4,156
| +20% | +$399K | 0.05% | 185 |
|
|
2021
Q2 | $1.83M | Buy |
20,323
+11,050
| +119% | +$996K | 0.04% | 218 |
|
|
2021
Q1 | $700K | Buy |
9,273
+2,754
| +42% | +$208K | 0.02% | 376 |
|
|
2020
Q4 | $430K | Buy |
+6,519
| New | +$430K | 0.01% | 456 |
|
|
2018
Q1 | – | Sell |
-4,678
| Closed | -$239K | – | 571 |
|
|
2017
Q4 | $239K | Buy |
+4,678
| New | +$239K | 0.01% | 557 |
|