Atria Investments’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 | $206K | Sell |
5,961
-644
| -10% | -$22.3K | ﹤0.01% | 1914 |
|
|
2025
Q1 | $237K | Sell |
6,605
-1,247
| -16% | -$44.8K | ﹤0.01% | 1745 |
|
|
2024
Q4 | $249K | Buy |
+7,852
| New | +$249K | ﹤0.01% | 1687 |
|
|
2019
Q4 | – | Sell |
-4,292
| Closed | -$259K | – | 1222 |
|
|
2019
Q3 | $259K | Sell |
4,292
-1,253
| -23% | -$75.6K | 0.01% | 757 |
|
|
2019
Q2 | $294K | Buy |
5,545
+1,824
| +49% | +$96.7K | 0.01% | 748 |
|
|
2019
Q1 | $218K | Buy |
+3,721
| New | +$218K | 0.01% | 830 |
|
|
2015
Q1 | – | Sell |
-4,782
| Closed | -$276K | – | 427 |
|
|
2014
Q4 | $276K | Buy |
4,782
+590
| +14% | +$34.1K | 0.03% | 349 |
|
|
2014
Q3 | $225K | Sell |
4,192
-64
| -2% | -$3.44K | 0.02% | 422 |
|
|
2014
Q2 | $219K | Sell |
4,256
-44,010
| -91% | -$2.26M | 0.02% | 390 |
|
|
2014
Q1 | $2.45M | Buy |
48,266
+43,947
| +1,018% | +$2.23M | 0.25% | 66 |
|
|
2013
Q4 | $223K | Buy |
+4,319
| New | +$223K | 0.02% | 423 |
|