180 Wealth Advisors’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $485K | Sell |
14,010
-846
| -6% | -$29.3K | 0.07% | 246 |
|
2025
Q1 | $533K | Sell |
14,856
-149
| -1% | -$5.35K | 0.09% | 220 |
|
2024
Q4 | $476K | Buy |
15,005
+14
| +0.1% | +$444 | 0.07% | 233 |
|
2024
Q3 | $472K | Buy |
14,991
+808
| +6% | +$25.5K | 0.07% | 240 |
|
2024
Q2 | $453K | Sell |
14,183
-60
| -0.4% | -$1.92K | 0.07% | 237 |
|
2024
Q1 | $455K | Buy |
14,243
+676
| +5% | +$21.6K | 0.08% | 220 |
|
2023
Q4 | $371K | Buy |
13,567
+3,166
| +30% | +$86.5K | 0.07% | 242 |
|
2023
Q3 | $257K | Buy |
10,401
+2,179
| +27% | +$53.8K | 0.06% | 286 |
|
2023
Q2 | $214K | Buy |
+8,222
| New | +$214K | 0.05% | 318 |
|
2022
Q4 | – | Sell |
-6,752
| Closed | -$296K | – | 386 |
|
2022
Q3 | $296K | Buy |
6,752
+93
| +1% | +$4.08K | 0.08% | 246 |
|
2022
Q2 | $317K | Buy |
6,659
+449
| +7% | +$21.4K | 0.08% | 247 |
|
2022
Q1 | $419K | Buy |
6,210
+11
| +0.2% | +$742 | 0.09% | 206 |
|
2021
Q4 | $421K | Sell |
6,199
-673
| -10% | -$45.7K | 0.09% | 206 |
|
2021
Q3 | $497K | Sell |
6,872
-116
| -2% | -$8.39K | 0.11% | 176 |
|
2021
Q2 | $480K | Buy |
6,988
+781
| +13% | +$53.6K | 0.11% | 182 |
|
2021
Q1 | $426K | Sell |
6,207
-1,428
| -19% | -$98K | 0.11% | 190 |
|
2020
Q4 | $402K | Buy |
7,635
+240
| +3% | +$12.6K | 0.12% | 176 |
|
2020
Q3 | $255K | Buy |
+7,395
| New | +$255K | 0.1% | 204 |
|