Shelton Capital Management’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
6,227
-206
| -3% | -$7.13K | 0.01% | 638 |
|
|
2025
Q1 | $231K | Sell |
6,433
-213
| -3% | -$7.65K | 0.01% | 593 |
|
|
2024
Q4 | $211K | Sell |
6,646
-471
| -7% | -$14.9K | 0.01% | 673 |
|
|
2024
Q3 | $224K | Hold |
7,117
| – | – | 0.01% | 662 |
|
|
2024
Q2 | $221K | Sell |
7,117
-362
| -5% | -$11.3K | 0.01% | 632 |
|
|
2024
Q1 | $239K | Sell |
7,479
-422
| -5% | -$13.5K | 0.01% | 627 |
|
|
2023
Q4 | $213K | Sell |
7,901
-1,570
| -17% | -$42.3K | 0.01% | 660 |
|
|
2023
Q3 | $234K | Buy |
+9,471
| New | +$234K | 0.01% | 577 |
|
|
2020
Q4 | – | Sell |
-84,864
| Closed | -$2.66M | – | 775 |
|
|
2020
Q3 | $2.66M | Buy |
+84,864
| New | +$2.66M | 0.11% | 201 |
|
|
2019
Q1 | – | Sell |
-9,805
| Closed | -$503K | – | 841 |
|
|
2018
Q4 | $503K | Sell |
9,805
-900
| -8% | -$46.2K | 0.03% | 311 |
|
|
2018
Q3 | $724K | Sell |
10,705
-47,900
| -82% | -$3.24M | 0.04% | 275 |
|
|
2018
Q2 | $3.65M | Sell |
58,605
-4,300
| -7% | -$268K | 0.23% | 98 |
|
|
2018
Q1 | $4.6M | Sell |
62,905
-21,200
| -25% | -$1.55M | 0.3% | 71 |
|
|
2017
Q4 | $6.47M | Buy |
84,105
+25,400
| +43% | +$1.95M | 0.42% | 48 |
|
|
2017
Q3 | $4.31M | Buy |
+58,705
| New | +$4.31M | 0.29% | 75 |
|
|
2016
Q4 | – | Sell |
-4,705
| Closed | -$221K | – | 881 |
|
|
2016
Q3 | $221K | Sell |
4,705
-701
| -13% | -$32.9K | 0.02% | 701 |
|
|
2016
Q2 | $210K | Sell |
5,406
-4,400
| -45% | -$171K | 0.02% | 695 |
|
|
2016
Q1 | $384K | Sell |
9,806
-200
| -2% | -$7.83K | 0.03% | 450 |
|
|
2015
Q4 | $503K | Sell |
10,006
-3,900
| -28% | -$196K | 0.05% | 353 |
|
|
2015
Q3 | $660K | Sell |
13,906
-1,600
| -10% | -$75.9K | 0.07% | 251 |
|
|
2015
Q2 | $918K | Buy |
15,506
+1
| +0% | +$59 | 0.1% | 193 |
|
|
2015
Q1 | $891K | Buy |
15,505
+600
| +4% | +$34.5K | 0.1% | 208 |
|
|
2014
Q4 | $860K | Buy |
14,905
+5,800
| +64% | +$335K | 0.1% | 198 |
|
|
2014
Q3 | $488K | Buy |
+9,105
| New | +$488K | 0.07% | 344 |
|