Marietta Investment Partners’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-32,675
| Closed | -$2.39M | – | 148 |
|
|
2018
Q1 | $2.39M | Sell |
32,675
-6,858
| -17% | -$501K | 0.72% | 40 |
|
|
2017
Q4 | $3.04M | Buy |
39,533
+26,478
| +203% | +$2.04M | 0.86% | 37 |
|
|
2017
Q3 | $959K | Buy |
13,055
+1,260
| +11% | +$92.6K | 0.29% | 71 |
|
|
2017
Q2 | $797K | Sell |
11,795
-520
| -4% | -$35.1K | 0.26% | 74 |
|
|
2017
Q1 | $806K | Sell |
12,315
-870
| -7% | -$56.9K | 0.27% | 80 |
|
|
2016
Q4 | $874K | Buy |
+13,185
| New | +$874K | 0.31% | 70 |
|
|
2016
Q1 | – | Sell |
-9,250
| Closed | -$465K | – | 133 |
|
|
2015
Q4 | $465K | Hold |
9,250
| – | – | 0.19% | 93 |
|
|
2015
Q3 | $510K | Sell |
9,250
-61,023
| -87% | -$3.36M | 0.2% | 88 |
|
|
2015
Q2 | $4.16M | Sell |
70,273
-5,612
| -7% | -$332K | 1.62% | 24 |
|
|
2015
Q1 | $4.36M | Buy |
75,885
+69,437
| +1,077% | +$3.99M | 1.7% | 24 |
|
|
2014
Q4 | $372K | Sell |
6,448
-180
| -3% | -$10.4K | 0.15% | 95 |
|
|
2014
Q3 | $355K | Buy |
6,628
+260
| +4% | +$13.9K | 0.16% | 79 |
|
|
2014
Q2 | $328K | Buy |
6,368
+1,695
| +36% | +$87.3K | 0.14% | 89 |
|
|
2014
Q1 | $237K | Buy |
+4,673
| New | +$237K | 0.09% | 118 |
|