Summit Asset Management’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,683
| Closed | -$206K | – | 153 |
|
|
2022
Q3 | $206K | Hold |
4,683
| – | – | 0.07% | 147 |
|
|
2022
Q2 | $219K | Hold |
4,683
| – | – | 0.07% | 149 |
|
|
2022
Q1 | $306K | Hold |
4,683
| – | – | 0.09% | 127 |
|
|
2021
Q4 | $320K | Sell |
4,683
-2,000
| -30% | -$137K | 0.09% | 128 |
|
|
2021
Q3 | $459K | Hold |
6,683
| – | – | 0.14% | 84 |
|
|
2021
Q2 | $420K | Sell |
6,683
-325
| -5% | -$20.4K | 0.13% | 94 |
|
|
2021
Q1 | $436K | Hold |
7,008
| – | – | 0.15% | 83 |
|
|
2020
Q4 | $353K | Hold |
7,008
| – | – | 0.13% | 97 |
|
|
2020
Q3 | $220K | Buy |
+7,008
| New | +$220K | 0.09% | 120 |
|