SVB Wealth’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,573
| Closed | -$212K | – | 920 |
|
|
2023
Q3 | $212K | Buy |
+8,573
| New | +$212K | ﹤0.01% | 725 |
|
|
2023
Q1 | – | Sell |
-10,402
| Closed | -$320K | – | 1055 |
|
|
2022
Q4 | $320K | Buy |
10,402
+3,897
| +60% | +$120K | ﹤0.01% | 719 |
|
|
2022
Q3 | $286K | Buy |
6,505
+1,848
| +40% | +$81.3K | ﹤0.01% | 716 |
|
|
2022
Q2 | $218K | Buy |
4,657
+31
| +0.7% | +$1.45K | ﹤0.01% | 656 |
|
|
2022
Q1 | $303K | Buy |
4,626
+307
| +7% | +$20.1K | ﹤0.01% | 584 |
|
|
2021
Q4 | $295K | Sell |
4,319
-19,028
| -82% | -$1.3M | ﹤0.01% | 587 |
|
|
2021
Q3 | $1.61M | Buy |
23,347
+4,095
| +21% | +$282K | 0.02% | 297 |
|
|
2021
Q2 | $1.21M | Buy |
19,252
+3,729
| +24% | +$234K | 0.02% | 352 |
|
|
2021
Q1 | $966K | Buy |
15,523
+6,187
| +66% | +$385K | 0.01% | 356 |
|
|
2020
Q4 | $470K | Buy |
+9,336
| New | +$470K | 0.01% | 490 |
|