Access Investment Management’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
$6.8M Buy
+196,500
New +$6.8M 1.94% 17
2024
Q4
$6.23M Sell
196,500
-5,000
-2% -$159K 1.81% 19
2024
Q3
$6.35M Hold
201,500
1.93% 19
2024
Q2
$6.27M Buy
201,500
+5,500
+3% +$171K 2.04% 16
2024
Q1
$6.26M Hold
196,000
2.07% 15
2023
Q4
$5.29M Buy
+196,000
New +$5.29M 1.97% 16