Monarch Capital Management’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$203K | – | 94 |
|
|
2018
Q3 | $203K | Buy |
+3,000
| New | +$203K | 0.07% | 94 |
|
|
2018
Q2 | – | Sell |
-3,000
| Closed | -$219K | – | 94 |
|
|
2018
Q1 | $219K | Sell |
3,000
-500
| -14% | -$36.5K | 0.08% | 88 |
|
|
2017
Q4 | $269K | Sell |
3,500
-800
| -19% | -$61.5K | 0.1% | 85 |
|
|
2017
Q3 | $316K | Hold |
4,300
| – | – | 0.12% | 79 |
|
|
2017
Q2 | $291K | Hold |
4,300
| – | – | 0.11% | 82 |
|
|
2017
Q1 | $281K | Sell |
4,300
-800
| -16% | -$52.3K | 0.1% | 86 |
|
|
2016
Q4 | $338K | Sell |
5,100
-700
| -12% | -$46.4K | 0.13% | 80 |
|
|
2016
Q3 | $272K | Sell |
5,800
-300
| -5% | -$14.1K | 0.1% | 86 |
|
|
2016
Q2 | $236K | Hold |
6,100
| – | – | 0.09% | 90 |
|
|
2016
Q1 | $239K | Hold |
6,100
| – | – | 0.09% | 91 |
|
|
2015
Q4 | $307K | Hold |
6,100
| – | – | 0.12% | 83 |
|
|
2015
Q3 | $290K | Hold |
6,100
| – | – | 0.12% | 87 |
|
|
2015
Q2 | $361K | Hold |
6,100
| – | – | 0.14% | 81 |
|
|
2015
Q1 | $351K | Hold |
6,100
| – | – | 0.13% | 82 |
|
|
2014
Q4 | $352K | Hold |
6,100
| – | – | 0.13% | 82 |
|
|
2014
Q3 | $327K | Hold |
6,100
| – | – | 0.13% | 81 |
|
|
2014
Q2 | $314K | Buy |
6,100
+400
| +7% | +$20.6K | 0.12% | 81 |
|
|
2014
Q1 | $289K | Sell |
5,700
-1,300
| -19% | -$65.9K | 0.11% | 81 |
|
|
2013
Q4 | $361K | Hold |
7,000
| – | – | 0.14% | 78 |
|
|
2013
Q3 | $294K | Hold |
7,000
| – | – | 0.12% | 81 |
|
|
2013
Q2 | $255K | Buy |
+7,000
| New | +$255K | 0.11% | 85 |
|