Waratah Capital Advisors’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 |
-41,240
| Closed | -$1.27M | – | 183 |
|
|
2022
Q4 | $1.27M | Buy |
+41,240
| New | +$1.27M | 0.02% | 108 |
|
|
2015
Q4 | – | Sell |
-9,000
| Closed | -$427K | – | 195 |
|
|
2015
Q3 | $427K | Buy |
9,000
+4,900
| +120% | +$232K | 0.09% | 75 |
|
|
2015
Q2 | $243K | Sell |
4,100
-39,000
| -90% | -$2.31M | 0.05% | 90 |
|
|
2015
Q1 | $2.48M | Buy |
+43,100
| New | +$2.48M | 0.68% | 40 |
|
|
2014
Q2 | – | Sell |
-17,290
| Closed | -$876K | – | 77 |
|
|
2014
Q1 | $876K | Sell |
17,290
-145,910
| -89% | -$7.39M | 0.48% | 42 |
|
|
2013
Q4 | $8.42M | Buy |
163,200
+77,800
| +91% | +$4.02M | 3.23% | 8 |
|
|
2013
Q3 | $3.59M | Sell |
85,400
-214,900
| -72% | -$9.02M | 2% | 18 |
|
|
2013
Q2 | $11M | Buy |
+300,300
| New | +$11M | 6.74% | 3 |
|