Atria Wealth Solutions’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 | – | Sell |
-11,948
| Closed | -$429K | – | 1723 |
|
|
2025
Q1 | $429K | Sell |
11,948
-1,183
| -9% | -$42.5K | 0.01% | 1263 |
|
|
2024
Q4 | $416K | Sell |
13,131
-6,801
| -34% | -$216K | ﹤0.01% | 1349 |
|
|
2024
Q3 | $628K | Buy |
19,932
+11,341
| +132% | +$357K | 0.01% | 1121 |
|
|
2024
Q2 | $267K | Buy |
+8,591
| New | +$267K | ﹤0.01% | 1563 |
|
|
2023
Q3 | – | Sell |
-7,937
| Closed | -$204K | – | 1915 |
|
|
2023
Q2 | $204K | Buy |
+7,937
| New | +$204K | ﹤0.01% | 1679 |
|
|
2022
Q4 | – | Sell |
-25,035
| Closed | -$1.1M | – | 1840 |
|
|
2022
Q3 | $1.1M | Buy |
+25,035
| New | +$1.1M | 0.02% | 685 |
|
|
2022
Q2 | – | Sell |
-14,936
| Closed | -$976K | – | 1749 |
|
|
2022
Q1 | $976K | Buy |
+14,936
| New | +$976K | 0.02% | 748 |
|