Sugarloaf Wealth Management’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $56.4K | Buy |
1,778
+11
| +0.6% | +$349 | 0.01% | 284 |
|
|
2024
Q3 | $55.7K | Sell |
1,767
-657
| -27% | -$20.7K | 0.01% | 293 |
|
|
2024
Q2 | $75.4K | Buy |
2,424
+15
| +0.6% | +$466 | 0.02% | 253 |
|
|
2024
Q1 | $76.9K | Sell |
2,409
-274
| -10% | -$8.75K | 0.02% | 250 |
|
|
2023
Q4 | $72.4K | Sell |
2,683
-76
| -3% | -$2.05K | 0.02% | 247 |
|
|
2023
Q3 | $68.1K | Buy |
2,759
+18
| +0.7% | +$444 | 0.02% | 249 |
|
|
2023
Q2 | $70.6K | Buy |
2,741
+774
| +39% | +$19.9K | 0.02% | 244 |
|
|
2023
Q1 | $44.2K | Buy |
1,967
+14
| +0.7% | +$315 | 0.01% | 308 |
|
|
2022
Q4 | $60K | Sell |
1,953
-2,179
| -53% | -$67K | 0.02% | 261 |
|
|
2022
Q3 | $182K | Buy |
4,132
+2,159
| +109% | +$95.1K | 0.05% | 131 |
|
|
2022
Q2 | $92K | Buy |
+1,973
| New | +$92K | 0.02% | 195 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 739 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 765 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 774 |
|
|
2021
Q2 | – | Sell |
-2,029
| Closed | -$126 | – | 768 |
|
|
2021
Q1 | $126 | Sell |
2,029
-387
| -16% | -$24 | 0.04% | 153 |
|
|
2020
Q4 | $122K | Buy |
2,416
+19
| +0.8% | +$959 | 0.04% | 159 |
|
|
2020
Q3 | $75K | Buy |
2,397
+15
| +0.6% | +$469 | 0.03% | 181 |
|
|
2020
Q2 | $88K | Buy |
2,382
+6
| +0.3% | +$222 | 0.03% | 173 |
|
|
2020
Q1 | $63K | Buy |
2,376
+658
| +38% | +$17.4K | 0.03% | 196 |
|
|
2019
Q4 | $101K | Buy |
+1,718
| New | +$101K | 0.04% | 183 |
|