Pathstone Family Office’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $399K | Buy |
+16,145
| New | +$399K | ﹤0.01% | 1151 |
|
|
2023
Q1 | – | Sell |
-17,874
| Closed | -$506K | – | 1366 |
|
|
2022
Q4 | $506K | Sell |
17,874
-5,713
| -24% | -$162K | ﹤0.01% | 1092 |
|
|
2022
Q3 | $1.04M | Buy |
23,587
+13,721
| +139% | +$603K | 0.01% | 716 |
|
|
2022
Q2 | $462K | Buy |
9,866
+6,355
| +181% | +$297K | 0.01% | 612 |
|
|
2022
Q1 | $229K | Sell |
3,511
-261
| -7% | -$17K | 0.01% | 850 |
|
|
2021
Q4 | $256K | Buy |
+3,772
| New | +$256K | 0.01% | 759 |
|
|
2021
Q1 | – | Sell |
-126
| Closed | -$6K | – | 1026 |
|
|
2020
Q4 | $6K | Sell |
126
-803
| -86% | -$38.2K | ﹤0.01% | 921 |
|
|
2020
Q3 | $29K | Buy |
+929
| New | +$29K | ﹤0.01% | 428 |
|
|
2019
Q3 | – | Sell |
-6,850
| Closed | -$442K | – | 670 |
|
|
2019
Q2 | $442K | Hold |
6,850
| – | – | 0.05% | 140 |
|
|
2019
Q1 | $402K | Buy |
+6,850
| New | +$402K | 0.05% | 126 |
|
|
2017
Q3 | – | Sell |
-4,800
| Closed | -$324K | – | 265 |
|
|
2017
Q2 | $324K | Hold |
4,800
| – | – | 0.14% | 70 |
|
|
2017
Q1 | $314K | Sell |
4,800
-374
| -7% | -$24.5K | 0.17% | 67 |
|
|
2016
Q4 | $343K | Buy |
+5,174
| New | +$343K | 0.22% | 57 |
|