Arax Advisory Partners’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 | $177K | Buy |
+5,091
| New | +$177K | 0.01% | 690 |
|
|
2025
Q1 | – | Sell |
-446
| Closed | -$14.1K | – | 2886 |
|
|
2024
Q4 | $14.1K | Sell |
446
-571
| -56% | -$18.1K | ﹤0.01% | 1359 |
|
|
2024
Q3 | $32K | Hold |
1,017
| – | – | ﹤0.01% | 889 |
|
|
2024
Q2 | $31.6K | Buy |
+1,017
| New | +$31.6K | ﹤0.01% | 812 |
|
|
2024
Q1 | – | Sell |
-8
| Closed | -$216 | – | 1361 |
|
|
2023
Q4 | $216 | Buy |
+8
| New | +$216 | ﹤0.01% | 1269 |
|
|
2023
Q1 | – | Sell |
-32
| Closed | -$983 | – | 1296 |
|
|
2022
Q4 | $983 | Hold |
32
| – | – | ﹤0.01% | 1078 |
|
|
2022
Q3 | $1K | Sell |
32
-159
| -83% | -$4.97K | ﹤0.01% | 1104 |
|
|
2022
Q2 | $9K | Sell |
191
-308
| -62% | -$14.5K | ﹤0.01% | 666 |
|
|
2022
Q1 | $33K | Sell |
499
-2,637
| -84% | -$174K | ﹤0.01% | 514 |
|
|
2021
Q4 | $214K | Sell |
3,136
-351
| -10% | -$24K | 0.03% | 233 |
|
|
2021
Q3 | $240K | Buy |
3,487
+96
| +3% | +$6.61K | 0.03% | 218 |
|
|
2021
Q2 | $213K | Buy |
+3,391
| New | +$213K | 0.03% | 228 |
|
|
2020
Q4 | $189K | Sell |
3,761
-92
| -2% | -$4.62K | 0.03% | 211 |
|
|
2020
Q3 | $121K | Buy |
3,853
+449
| +13% | +$14.1K | 0.02% | 244 |
|
|
2020
Q2 | $125K | Buy |
3,404
+809
| +31% | +$29.7K | 0.02% | 227 |
|
|
2020
Q1 | $68K | Buy |
+2,595
| New | +$68K | 0.02% | 290 |
|
|
2018
Q4 | – | Sell |
-41
| Closed | -$3K | – | 592 |
|
|
2018
Q3 | $3K | Sell |
41
-47
| -53% | -$3.44K | ﹤0.01% | 551 |
|
|
2018
Q2 | $5K | Sell |
88
-894
| -91% | -$50.8K | ﹤0.01% | 386 |
|
|
2018
Q1 | $71K | Sell |
982
-475
| -33% | -$34.3K | 0.04% | 170 |
|
|
2017
Q4 | $112K | Sell |
1,457
-158
| -10% | -$12.1K | 0.05% | 141 |
|
|
2017
Q3 | $118K | Sell |
1,615
-573
| -26% | -$41.9K | 0.06% | 132 |
|
|
2017
Q2 | $148K | Buy |
2,188
+115
| +6% | +$7.78K | 0.07% | 123 |
|
|
2017
Q1 | $135K | Buy |
2,073
+285
| +16% | +$18.6K | 0.06% | 107 |
|
|
2016
Q4 | $118K | Buy |
+1,788
| New | +$118K | 0.06% | 106 |
|