Plante Moran Financial Advisors’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-83
| Closed | -$2.65K | – | 850 |
|
|
2024
Q1 | $2.65K | Hold |
83
| – | – | ﹤0.01% | 749 |
|
|
2023
Q4 | $2.24K | Buy |
+83
| New | +$2.24K | ﹤0.01% | 714 |
|
|
2020
Q2 | – | Sell |
-42
| Closed | -$1K | – | 830 |
|
|
2020
Q1 | $1K | Sell |
42
-510
| -92% | -$12.1K | ﹤0.01% | 698 |
|
|
2019
Q4 | $33K | Hold |
552
| – | – | 0.01% | 385 |
|
|
2019
Q3 | $33K | Hold |
552
| – | – | 0.01% | 407 |
|
|
2019
Q2 | $36K | Hold |
552
| – | – | 0.01% | 390 |
|
|
2019
Q1 | $32K | Hold |
552
| – | – | 0.01% | 405 |
|
|
2018
Q4 | $28K | Sell |
552
-252
| -31% | -$12.8K | 0.01% | 384 |
|
|
2018
Q3 | $54K | Hold |
804
| – | – | 0.02% | 278 |
|
|
2018
Q2 | $50K | Sell |
804
-156
| -16% | -$9.7K | 0.03% | 323 |
|
|
2018
Q1 | $70K | Buy |
960
+42
| +5% | +$3.06K | 0.04% | 286 |
|
|
2017
Q4 | $71K | Hold |
918
| – | – | 0.04% | 276 |
|
|
2017
Q3 | $67K | Hold |
918
| – | – | 0.04% | 254 |
|
|
2017
Q2 | $62K | Sell |
918
-28
| -3% | -$1.89K | 0.04% | 266 |
|
|
2017
Q1 | $62K | Sell |
946
-71
| -7% | -$4.65K | 0.04% | 280 |
|
|
2016
Q4 | $67K | Hold |
1,017
| – | – | 0.04% | 277 |
|
|
2016
Q3 | $48K | Hold |
1,017
| – | – | 0.03% | 331 |
|
|
2016
Q2 | $39K | Buy |
1,017
+510
| +101% | +$19.6K | 0.03% | 327 |
|
|
2016
Q1 | $20K | Buy |
507
+73
| +17% | +$2.88K | 0.02% | 386 |
|
|
2015
Q4 | $22K | Hold |
434
| – | – | 0.02% | 431 |
|
|
2015
Q3 | $21K | Hold |
434
| – | – | 0.02% | 375 |
|
|
2015
Q2 | $26K | Hold |
434
| – | – | 0.02% | 390 |
|
|
2015
Q1 | $25K | Sell |
434
-11
| -2% | -$634 | 0.02% | 382 |
|
|
2014
Q4 | $26K | Hold |
445
| – | – | 0.02% | 375 |
|
|
2014
Q3 | $24K | Sell |
445
-71
| -14% | -$3.83K | 0.02% | 377 |
|
|
2014
Q2 | $27K | Buy |
516
+184
| +55% | +$9.63K | 0.02% | 338 |
|
|
2014
Q1 | $17K | Sell |
332
-401
| -55% | -$20.5K | 0.02% | 273 |
|
|
2013
Q4 | $38K | Buy |
733
+401
| +121% | +$20.8K | 0.02% | 273 |
|
|
2013
Q3 | $14K | Buy |
332
+11
| +3% | +$464 | 0.01% | 335 |
|
|
2013
Q2 | $12K | Buy |
+321
| New | +$12K | 0.01% | 317 |
|