Lincoln National Corp’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,466
| Closed | -$531K | – | 1125 |
|
|
2024
Q1 | $531K | Buy |
6,466
+993
| +18% | +$81.5K | 0.01% | 723 |
|
|
2023
Q4 | $461K | Buy |
5,473
+2,260
| +70% | +$190K | 0.01% | 711 |
|
|
2023
Q3 | $259K | Sell |
3,213
-196
| -6% | -$15.8K | 0.01% | 860 |
|
|
2023
Q2 | $301K | Sell |
3,409
-191
| -5% | -$16.9K | 0.01% | 787 |
|
|
2023
Q1 | $341K | Sell |
3,600
-30
| -0.8% | -$2.84K | 0.01% | 725 |
|
|
2022
Q4 | $340K | Buy |
3,630
+198
| +6% | +$18.6K | 0.01% | 657 |
|
|
2022
Q3 | $307K | Buy |
3,432
+6
| +0.2% | +$537 | 0.01% | 645 |
|
|
2022
Q2 | $345K | Sell |
3,426
-21
| -0.6% | -$2.12K | 0.01% | 595 |
|
|
2022
Q1 | $344K | Sell |
3,447
-238
| -6% | -$23.8K | 0.01% | 677 |
|
|
2021
Q4 | $358K | Buy |
3,685
+143
| +4% | +$13.9K | 0.01% | 651 |
|
|
2021
Q3 | $312K | Sell |
3,542
-3
| -0.1% | -$264 | 0.01% | 663 |
|
|
2021
Q2 | $316K | Buy |
3,545
+80
| +2% | +$7.13K | 0.01% | 648 |
|
|
2021
Q1 | $324K | Buy |
3,465
+88
| +3% | +$8.23K | 0.01% | 592 |
|
|
2020
Q4 | $311K | Buy |
3,377
+647
| +24% | +$59.6K | 0.01% | 567 |
|
|
2020
Q3 | $265K | Sell |
2,730
-5
| -0.2% | -$485 | 0.01% | 544 |
|
|
2020
Q2 | $240K | Buy |
2,735
+40
| +1% | +$3.51K | 0.01% | 547 |
|
|
2020
Q1 | $238K | Buy |
2,695
+28
| +1% | +$2.47K | 0.01% | 498 |
|
|
2019
Q4 | $246K | Buy |
2,667
+90
| +3% | +$8.3K | 0.01% | 550 |
|
|
2019
Q3 | $245K | Sell |
2,577
-1,540
| -37% | -$146K | 0.01% | 500 |
|
|
2019
Q2 | $343K | Buy |
4,117
+1,249
| +44% | +$104K | 0.01% | 391 |
|
|
2019
Q1 | $227K | Sell |
2,868
-104
| -3% | -$8.23K | 0.01% | 456 |
|
|
2018
Q4 | $206K | Buy |
+2,972
| New | +$206K | 0.01% | 439 |
|
|
2018
Q1 | – | Sell |
-5,538
| Closed | -$367K | – | 624 |
|
|
2017
Q4 | $367K | Buy |
+5,538
| New | +$367K | 0.01% | 432 |
|