Regent Peak Wealth Advisors’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 | – | Sell |
-10,553
| Closed | -$272K | – | 163 |
|
|
2023
Q2 | $272K | Buy |
+10,553
| New | +$272K | 0.08% | 112 |
|
|
2022
Q4 | – | Sell |
-5,250
| Closed | -$230K | – | 160 |
|
|
2022
Q3 | $230K | Sell |
5,250
-34
| -0.6% | -$1.49K | 0.08% | 133 |
|
|
2022
Q2 | $247K | Buy |
5,284
+50
| +1% | +$2.34K | 0.08% | 131 |
|
|
2022
Q1 | $342K | Sell |
5,234
-59
| -1% | -$3.86K | 0.1% | 115 |
|
|
2021
Q4 | $361K | Buy |
5,293
+50
| +1% | +$3.41K | 0.1% | 115 |
|
|
2021
Q3 | $360K | Buy |
5,243
+72
| +1% | +$4.94K | 0.1% | 112 |
|
|
2021
Q2 | $319K | Buy |
+5,171
| New | +$319K | 0.09% | 121 |
|
|
2021
Q1 | – | Sell |
-2,499
| Closed | -$126K | – | 608 |
|
|
2020
Q4 | $126K | Buy |
+2,499
| New | +$126K | 0.04% | 185 |
|