Wambolt & Associates’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 |
-14,021
| Closed | -$431K | – | 268 |
|
|
2022
Q4 | $431K | Sell |
14,021
-926
| -6% | -$28.4K | 0.17% | 169 |
|
|
2022
Q3 | $656K | Sell |
14,947
-157
| -1% | -$6.89K | 0.28% | 122 |
|
|
2022
Q2 | $706K | Sell |
15,104
-322
| -2% | -$15.1K | 0.28% | 118 |
|
|
2022
Q1 | $1.01M | Sell |
15,426
-1,295
| -8% | -$85K | 0.37% | 98 |
|
|
2021
Q4 | $1.14M | Sell |
16,721
-2,169
| -11% | -$148K | 0.41% | 89 |
|
|
2021
Q3 | $1.33M | Sell |
18,890
-36
| -0.2% | -$2.53K | 0.53% | 67 |
|
|
2021
Q2 | $1.22M | Sell |
18,926
-625
| -3% | -$40.2K | 0.52% | 67 |
|
|
2021
Q1 | $1.23M | Buy |
19,551
+5
| +0% | +$315 | 0.64% | 53 |
|
|
2020
Q4 | $983K | Buy |
19,546
+1,257
| +7% | +$63.2K | 0.59% | 60 |
|
|
2020
Q3 | $573K | Buy |
18,289
+930
| +5% | +$29.1K | 0.43% | 84 |
|
|
2020
Q2 | $639K | Buy |
+17,359
| New | +$639K | 0.5% | 67 |
|