Sheaff Brock 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-9,095
| Closed | -$626K | – | 558 |
|
2021
Q3 | $626K | Hold |
9,095
| – | – | 0.05% | 221 |
|
2021
Q2 | $571K | Sell |
9,095
-200
| -2% | -$12.6K | 0.04% | 245 |
|
2021
Q1 | $578K | Sell |
9,295
-200
| -2% | -$12.4K | 0.05% | 228 |
|
2020
Q4 | $478K | Sell |
9,495
-200
| -2% | -$10.1K | 0.04% | 239 |
|
2020
Q3 | $304K | Hold |
9,695
| – | – | 0.03% | 302 |
|
2020
Q2 | $357K | Hold |
9,695
| – | – | 0.04% | 265 |
|
2020
Q1 | $255K | Sell |
9,695
-900
| -8% | -$23.7K | 0.03% | 289 |
|
2019
Q4 | $625K | Sell |
10,595
-500
| -5% | -$29.5K | 0.06% | 212 |
|
2019
Q3 | $669K | Sell |
11,095
-300
| -3% | -$18.1K | 0.07% | 194 |
|
2019
Q2 | $734K | Buy |
+11,395
| New | +$734K | 0.08% | 184 |
|
2017
Q2 | – | Sell |
-3,690
| Closed | -$242K | – | 633 |
|
2017
Q1 | $242K | Sell |
3,690
-200
| -5% | -$13.1K | 0.03% | 462 |
|
2016
Q4 | $258K | Sell |
3,890
-700
| -15% | -$46.4K | 0.03% | 449 |
|
2016
Q3 | $216K | Buy |
+4,590
| New | +$216K | 0.03% | 449 |
|
2016
Q2 | – | Sell |
-5,090
| Closed | -$200K | – | 619 |
|
2016
Q1 | $200K | Sell |
5,090
-800
| -14% | -$31.4K | 0.02% | 493 |
|
2015
Q4 | $296K | Buy |
+5,890
| New | +$296K | 0.03% | 414 |
|