PHILLIPS FINANCIAL MANAGEMENT, LLC – Lincoln National Corporation Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$843,000
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-6.12%
quarter
Lincoln National Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.12% | 23 shares | -54K | $43.91 | 19.19K |
| Q2 2022 | share | Decrease | -0.10% | -19 shares | -358K | $46.77 | 19.17K |
| Q1 2022 | share | 0.00% | 0 shares | -55K | $65.36 | 19.19K | |
| Q4 2021 | share | Decrease | -8.07% | -1.68K shares | -125K | $68.54 | 19.19K |
| Q3 2021 | share | Increase | 0.00% | 1 shares | 123K | $68.35 | 20.87K |
| Q2 2021 | share | Decrease | -4.32% | -942 shares | -47K | $62.06 | 20.87K |
| Q1 2021 | share | Decrease | -3.36% | -759 shares | 223K | $61.08 | 21.81K |
| Q4 2020 | share | Increase | +2.79% | 612 shares | 448K | $48.95 | 22.57K |
| Q3 2020 | share | 0.00% | 0 shares | -120K | $30.15 | 21.96K | |
| Q2 2020 | share | Decrease | -0.11% | -25 shares | 284K | $34.97 | 21.96K |
| Q1 2020 | share | Increase | +20.49% | 3.73K shares | -553K | $24.73 | 21.99K |
| Q4 2019 | share | Increase | +7.94% | 1.34K shares | 57K | $55.08 | 18.25K |
| Q3 2019 | share | 0.00% | 0 shares | -88K | $55.92 | 16.91K | |
| Q2 2019 | share | 0.00% | 0 shares | 61K | $59.41 | 16.91K | |
| Q1 2019 | share | 0.00% | 0 shares | 179K | $53.79 | 16.91K | |
| Q4 2018 | share | Increase | +11.01% | 1.67K shares | -169K | $46.7 | 16.91K |
| Q3 2018 | share | Decrease | -0.28% | -43 shares | 74K | $61.29 | 15.23K |
| Q2 2018 | share | Decrease | -10.25% | -1.74K shares | -214K | $56.11 | 15.27K |
| Q1 2018 | share | Decrease | -0.94% | -162 shares | -182K | $65.54 | 17.02K |
| Q4 2017 | share | Increase | +0.36% | 62 shares | 101K | $68.68 | 17.18K |
| Q3 2017 | share | Decrease | -4.14% | -740 shares | -34K | $65.4 | 17.12K |
| Q2 2017 | share | Increase | +0.01% | 1 shares | 163K | $59.89 | 17.86K |
| Q1 2017 | share | Decrease | -2.30% | -421 shares | -107K | $57.75 | 17.85K |
| Q4 2016 | share | Decrease | -19.28% | -4.36K shares | 129K | $58.22 | 18.28K |
| Q3 2016 | share | Decrease | -9.07% | -2.26K shares | 28K | $41.07 | 22.64K |
| Q2 2016 | share | Decrease | -30.07% | -10.71K shares | -339K | $33.67 | 24.90K |
| Q1 2016 | share | Decrease | -0.34% | -122 shares | -75K | $33.81 | 35.61K |