Waldron Private 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
Q1 | – | Sell |
-5,505
| Closed | -$241K | – | 438 |
|
|
2022
Q4 | $241K | Hold |
5,505
| – | – | 0.02% | 325 |
|
|
2022
Q3 | $241K | Buy |
5,505
+120
| +2% | +$5.25K | 0.02% | 327 |
|
|
2022
Q2 | $251K | Buy |
5,385
+203
| +4% | +$9.46K | 0.01% | 327 |
|
|
2022
Q1 | $338K | Buy |
5,182
+233
| +5% | +$15.2K | 0.02% | 290 |
|
|
2021
Q4 | $337K | Hold |
4,949
| – | – | 0.02% | 294 |
|
|
2021
Q3 | $340K | Buy |
4,949
+1
| +0% | +$69 | 0.02% | 265 |
|
|
2021
Q2 | $310K | Hold |
4,948
| – | – | 0.02% | 267 |
|
|
2021
Q1 | $308K | Hold |
4,948
| – | – | 0.02% | 239 |
|
|
2020
Q4 | $248K | Buy |
+4,948
| New | +$248K | 0.02% | 258 |
|
|
2020
Q1 | – | Sell |
-4,669
| Closed | -$275K | – | 273 |
|
|
2019
Q4 | $275K | Hold |
4,669
| – | – | 0.02% | 216 |
|
|
2019
Q3 | $281K | Hold |
4,669
| – | – | 0.03% | 197 |
|
|
2019
Q2 | $300K | Hold |
4,669
| – | – | 0.03% | 182 |
|
|
2019
Q1 | $274K | Buy |
+4,669
| New | +$274K | 0.03% | 204 |
|