Moneta Group Investment Advisors’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,761
| Closed | -$517K | – | 264 |
|
|
2019
Q4 | $517K | Sell |
8,761
-63,984
| -88% | -$3.78M | 0.04% | 164 |
|
|
2019
Q3 | $4.39M | Sell |
72,745
-83,857
| -54% | -$5.06M | 0.41% | 47 |
|
|
2019
Q2 | $10.1M | Buy |
156,602
+9
| +0% | +$580 | 0.99% | 21 |
|
|
2019
Q1 | $9.19M | Sell |
156,593
-4
| -0% | -$235 | 0.96% | 22 |
|
|
2018
Q4 | $8.04M | Buy |
156,597
+2,047
| +1% | +$105K | 0.96% | 24 |
|
|
2018
Q3 | $10.5M | Sell |
154,550
-2,135
| -1% | -$144K | 1.07% | 21 |
|
|
2018
Q2 | $9.75M | Buy |
156,685
+141,005
| +899% | +$8.78M | 1.09% | 19 |
|
|
2018
Q1 | $1.15M | Buy |
15,680
+1,965
| +14% | +$144K | 0.15% | 70 |
|
|
2017
Q4 | $1.05M | Sell |
13,715
-280
| -2% | -$21.5K | 0.16% | 67 |
|
|
2017
Q3 | $1.03M | Sell |
13,995
-28,510
| -67% | -$2.09M | 0.16% | 66 |
|
|
2017
Q2 | $2.87M | Buy |
42,505
+28,690
| +208% | +$1.94M | 0.47% | 35 |
|
|
2017
Q1 | $904K | Buy |
13,815
+655
| +5% | +$42.9K | 0.18% | 52 |
|
|
2016
Q4 | $872K | Sell |
13,160
-442
| -3% | -$29.3K | 0.18% | 54 |
|
|
2016
Q3 | $639K | Sell |
13,602
-17,438
| -56% | -$819K | 0.15% | 65 |
|
|
2016
Q2 | $1.2M | Buy |
31,040
+2,900
| +10% | +$112K | 0.26% | 58 |
|
|
2016
Q1 | $1.1M | Buy |
28,140
+17,510
| +165% | +$686K | 0.25% | 57 |
|
|
2015
Q4 | $534K | Sell |
10,630
-3,900
| -27% | -$196K | 0.13% | 71 |
|
|
2015
Q3 | $690K | Sell |
14,530
-1,200
| -8% | -$57K | 0.19% | 55 |
|
|
2015
Q2 | $932K | Buy |
15,730
+2,110
| +15% | +$125K | 0.28% | 42 |
|
|
2015
Q1 | $783K | Sell |
13,620
-220
| -2% | -$12.6K | 0.34% | 56 |
|
|
2014
Q4 | $798K | Sell |
13,840
-430
| -3% | -$24.8K | 0.38% | 42 |
|
|
2014
Q3 | $765K | Buy |
14,270
+455
| +3% | +$24.4K | 0.4% | 42 |
|
|
2014
Q2 | $711K | Buy |
13,815
+600
| +5% | +$30.9K | 0.38% | 44 |
|
|
2014
Q1 | $670K | Buy |
13,215
+665
| +5% | +$33.7K | 0.4% | 41 |
|
|
2013
Q4 | $648K | Sell |
12,550
-1,875
| -13% | -$96.8K | 0.39% | 43 |
|
|
2013
Q3 | $606K | Buy |
+14,425
| New | +$606K | 0.4% | 47 |
|