AE Wealth 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 | $674K | Buy |
19,471
+136
| +0.7% | +$4.71K | ﹤0.01% | 826 |
|
|
2025
Q1 | $694K | Buy |
19,335
+261
| +1% | +$9.37K | 0.01% | 820 |
|
|
2024
Q4 | $605K | Sell |
19,074
-1,344
| -7% | -$42.6K | 0.01% | 848 |
|
|
2024
Q3 | $643K | Sell |
20,418
-213
| -1% | -$6.71K | 0.01% | 815 |
|
|
2024
Q2 | $642K | Buy |
20,631
+1,938
| +10% | +$60.3K | 0.01% | 814 |
|
|
2024
Q1 | $597K | Sell |
18,693
-30,963
| -62% | -$989K | 0.01% | 775 |
|
|
2023
Q4 | $1.41M | Buy |
49,656
+5,469
| +12% | +$155K | 0.01% | 1031 |
|
|
2023
Q3 | $1.09M | Sell |
44,187
-974
| -2% | -$24K | 0.01% | 1059 |
|
|
2023
Q2 | $1.16M | Buy |
45,161
+20,509
| +83% | +$528K | 0.01% | 1036 |
|
|
2023
Q1 | $554K | Buy |
24,652
+3,595
| +17% | +$80.8K | ﹤0.01% | 1300 |
|
|
2022
Q4 | $647K | Sell |
21,057
-258,412
| -92% | -$7.94M | ﹤0.01% | 1172 |
|
|
2022
Q3 | $12.3M | Buy |
279,469
+21,060
| +8% | +$925K | 0.1% | 223 |
|
|
2022
Q2 | $12.1M | Buy |
258,409
+86,406
| +50% | +$4.04M | 0.1% | 234 |
|
|
2022
Q1 | $11.2M | Buy |
172,003
+52,895
| +44% | +$3.46M | 0.08% | 260 |
|
|
2021
Q4 | $8.13M | Buy |
119,108
+96,847
| +435% | +$6.61M | 0.06% | 313 |
|
|
2021
Q3 | $1.53M | Buy |
22,261
+291
| +1% | +$20K | 0.01% | 733 |
|
|
2021
Q2 | $1.38M | Buy |
21,970
+1,706
| +8% | +$107K | 0.01% | 732 |
|
|
2021
Q1 | $1.26M | Sell |
20,264
-5,567
| -22% | -$347K | 0.01% | 699 |
|
|
2020
Q4 | $1.3M | Buy |
25,831
+3,513
| +16% | +$177K | 0.01% | 626 |
|
|
2020
Q3 | $699K | Buy |
22,318
+4,477
| +25% | +$140K | 0.01% | 739 |
|
|
2020
Q2 | $656K | Buy |
17,841
+4,458
| +33% | +$164K | 0.01% | 758 |
|
|
2020
Q1 | $352K | Buy |
13,383
+4,319
| +48% | +$114K | 0.01% | 825 |
|
|
2019
Q4 | $535K | Buy |
9,064
+515
| +6% | +$30.4K | 0.01% | 721 |
|
|
2019
Q3 | $516K | Sell |
8,549
-228
| -3% | -$13.8K | 0.01% | 607 |
|
|
2019
Q2 | $566K | Buy |
+8,777
| New | +$566K | 0.02% | 551 |
|