PFM
Parsec Financial Management’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,514
| Closed | -$238K | – | 234 |
|
|
2018
Q3 | $238K | Hold |
3,514
| – | – | 0.02% | 213 |
|
|
2018
Q2 | $219K | Hold |
3,514
| – | – | 0.01% | 214 |
|
|
2018
Q1 | $257K | Hold |
3,514
| – | – | 0.02% | 208 |
|
|
2017
Q4 | $270K | Hold |
3,514
| – | – | 0.02% | 207 |
|
|
2017
Q3 | $258K | Hold |
3,514
| – | – | 0.02% | 211 |
|
|
2017
Q2 | $237K | Hold |
3,514
| – | – | 0.02% | 182 |
|
|
2017
Q1 | $230K | Hold |
3,514
| – | – | 0.02% | 184 |
|
|
2016
Q4 | $233K | Buy |
+3,514
| New | +$233K | 0.02% | 188 |
|
|
2016
Q2 | – | Sell |
-5,352
| Closed | -$210K | – | 183 |
|
|
2016
Q1 | $210K | Buy |
+5,352
| New | +$210K | 0.02% | 170 |
|
|
2015
Q3 | – | Sell |
-4,604
| Closed | -$273K | – | 175 |
|
|
2015
Q2 | $273K | Hold |
4,604
| – | – | 0.03% | 155 |
|
|
2015
Q1 | $265K | Hold |
4,604
| – | – | 0.03% | 155 |
|
|
2014
Q4 | $266K | Hold |
4,604
| – | – | 0.03% | 147 |
|
|
2014
Q3 | $247K | Hold |
4,604
| – | – | 0.03% | 147 |
|
|
2014
Q2 | $237K | Hold |
4,604
| – | – | 0.03% | 149 |
|
|
2014
Q1 | $233K | Hold |
4,604
| – | – | 0.03% | 144 |
|
|
2013
Q4 | $238K | Buy |
+4,604
| New | +$238K | 0.03% | 134 |
|