Lincoln National Corp’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-46,786
| Closed | -$2.71M | – | 1127 |
|
2024
Q1 | $2.71M | Buy |
46,786
+2,620
| +6% | +$152K | 0.04% | 268 |
|
2023
Q4 | $2.17M | Buy |
44,166
+380
| +0.9% | +$18.7K | 0.04% | 275 |
|
2023
Q3 | $1.79M | Buy |
43,786
+6,881
| +19% | +$281K | 0.04% | 273 |
|
2023
Q2 | $1.58M | Sell |
36,905
-285
| -0.8% | -$12.2K | 0.03% | 309 |
|
2023
Q1 | $1.39M | Sell |
37,190
-3,907
| -10% | -$146K | 0.03% | 314 |
|
2022
Q4 | $1.7M | Buy |
41,097
+231
| +0.6% | +$9.54K | 0.04% | 250 |
|
2022
Q3 | $1.64M | Buy |
40,866
+1,373
| +3% | +$55.2K | 0.04% | 244 |
|
2022
Q2 | $1.55M | Sell |
39,493
-4,559
| -10% | -$179K | 0.04% | 252 |
|
2022
Q1 | $2.14M | Buy |
44,052
+2,034
| +5% | +$98.6K | 0.04% | 213 |
|
2021
Q4 | $2.02M | Buy |
42,018
+3,902
| +10% | +$187K | 0.04% | 223 |
|
2021
Q3 | $1.77M | Sell |
38,116
-206
| -0.5% | -$9.56K | 0.04% | 221 |
|
2021
Q2 | $1.74M | Buy |
38,322
+1,991
| +5% | +$90.2K | 0.04% | 225 |
|
2021
Q1 | $1.42M | Sell |
36,331
-2,379
| -6% | -$93K | 0.04% | 235 |
|
2020
Q4 | $1.17M | Buy |
38,710
+2,475
| +7% | +$74.7K | 0.03% | 251 |
|
2020
Q3 | $851K | Sell |
36,235
-730
| -2% | -$17.1K | 0.03% | 284 |
|
2020
Q2 | $946K | Buy |
36,965
+2,744
| +8% | +$70.2K | 0.03% | 257 |
|
2020
Q1 | $982K | Sell |
34,221
-2,940
| -8% | -$84.4K | 0.04% | 209 |
|
2019
Q4 | $2M | Buy |
37,161
+2,420
| +7% | +$130K | 0.06% | 157 |
|
2019
Q3 | $1.75M | Buy |
34,741
+252
| +0.7% | +$12.7K | 0.06% | 146 |
|
2019
Q2 | $1.63M | Sell |
34,489
-135
| -0.4% | -$6.39K | 0.06% | 140 |
|
2019
Q1 | $1.67M | Buy |
34,624
+13,971
| +68% | +$675K | 0.07% | 131 |
|
2018
Q4 | $952K | Sell |
20,653
-71
| -0.3% | -$3.27K | 0.04% | 187 |
|
2018
Q3 | $1.09M | Buy |
20,724
+101
| +0.5% | +$5.31K | 0.04% | 166 |
|
2018
Q2 | $1.14M | Sell |
20,623
-174
| -0.8% | -$9.65K | 0.04% | 153 |
|
2018
Q1 | $1.09M | Sell |
20,797
-19,330
| -48% | -$1.01M | 0.04% | 148 |
|
2017
Q4 | $2.43M | Buy |
40,127
+18,143
| +83% | +$1.1M | 0.07% | 132 |
|
2017
Q3 | $1.21M | Sell |
21,984
-1,336
| -6% | -$73.7K | 0.05% | 119 |
|
2017
Q2 | $1.29M | Buy |
23,320
+6,055
| +35% | +$335K | 0.06% | 104 |
|
2017
Q1 | $961K | Buy |
17,265
+1,733
| +11% | +$96.5K | 0.05% | 115 |
|
2016
Q4 | $856K | Sell |
15,532
-38,051
| -71% | -$2.1M | 0.05% | 133 |
|
2016
Q3 | $2.37M | Sell |
53,583
-9,893
| -16% | -$438K | 0.13% | 64 |
|
2016
Q2 | $3.01M | Buy |
63,476
+10,693
| +20% | +$506K | 0.18% | 48 |
|
2016
Q1 | $2.55M | Buy |
52,783
+7,468
| +16% | +$361K | 0.18% | 54 |
|
2015
Q4 | $2.25M | Buy |
45,315
+1,893
| +4% | +$93.8K | 0.18% | 44 |
|
2015
Q3 | $2.23M | Buy |
43,422
+1,289
| +3% | +$66.1K | 0.17% | 39 |
|
2015
Q2 | $2.45M | Buy |
42,133
+7,774
| +23% | +$451K | 0.18% | 37 |
|
2015
Q1 | $1.87M | Buy |
34,359
+1,943
| +6% | +$106K | 0.15% | 47 |
|
2014
Q4 | $1.78M | Buy |
32,416
+1,816
| +6% | +$99.6K | 0.15% | 48 |
|
2014
Q3 | $1.59M | Buy |
30,600
+3,016
| +11% | +$157K | 0.15% | 48 |
|
2014
Q2 | $1.45M | Buy |
27,584
+3,471
| +14% | +$182K | 0.15% | 47 |
|
2014
Q1 | $1.2M | Buy |
24,113
+1,375
| +6% | +$68.4K | 0.17% | 47 |
|
2013
Q4 | $1.03M | Buy |
+22,738
| New | +$1.03M | 0.15% | 48 |
|