Avantax Advisory Services’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 | $387K | Sell |
11,174
-80
| -0.7% | -$2.77K | ﹤0.01% | 1740 |
|
|
2025
Q1 | $404K | Buy |
11,254
+908
| +9% | +$32.6K | ﹤0.01% | 1650 |
|
|
2024
Q4 | $328K | Sell |
10,346
-364
| -3% | -$11.5K | ﹤0.01% | 1723 |
|
|
2024
Q3 | $337K | Buy |
10,710
+687
| +7% | +$21.6K | ﹤0.01% | 1671 |
|
|
2024
Q2 | $312K | Buy |
+10,023
| New | +$312K | ﹤0.01% | 1670 |
|
|
2023
Q4 | – | Sell |
-12,361
| Closed | -$305K | – | 1633 |
|
|
2023
Q3 | $305K | Buy |
12,361
+270
| +2% | +$6.67K | ﹤0.01% | 1191 |
|
|
2023
Q2 | $311K | Buy |
12,091
+1,417
| +13% | +$36.5K | ﹤0.01% | 1165 |
|
|
2023
Q1 | $240K | Buy |
10,674
+286
| +3% | +$6.43K | ﹤0.01% | 1275 |
|
|
2022
Q4 | $319K | Buy |
10,388
+4,674
| +82% | +$144K | ﹤0.01% | 1077 |
|
|
2022
Q3 | $251K | Buy |
5,714
+150
| +3% | +$6.59K | ﹤0.01% | 1083 |
|
|
2022
Q2 | $260K | Buy |
5,564
+518
| +10% | +$24.2K | ﹤0.01% | 1078 |
|
|
2022
Q1 | $330K | Buy |
5,046
+31
| +0.6% | +$2.03K | ﹤0.01% | 955 |
|
|
2021
Q4 | $342K | Buy |
5,015
+28
| +0.6% | +$1.91K | 0.01% | 918 |
|
|
2021
Q3 | $342K | Sell |
4,987
-169
| -3% | -$11.6K | 0.01% | 867 |
|
|
2021
Q2 | $324K | Sell |
5,156
-496
| -9% | -$31.2K | 0.01% | 870 |
|
|
2021
Q1 | $352K | Sell |
5,652
-132
| -2% | -$8.22K | 0.01% | 743 |
|
|
2020
Q4 | $291K | Sell |
5,784
-7,360
| -56% | -$370K | 0.01% | 734 |
|
|
2020
Q3 | $410K | Sell |
13,144
-26,756
| -67% | -$835K | 0.01% | 881 |
|
|
2020
Q2 | $1.47M | Buy |
39,900
+943
| +2% | +$34.6K | 0.04% | 276 |
|
|
2020
Q1 | $1.03M | Buy |
38,957
+17,973
| +86% | +$473K | 0.03% | 297 |
|
|
2019
Q4 | $1.24M | Buy |
20,984
+2,339
| +13% | +$138K | 0.03% | 295 |
|
|
2019
Q3 | $1.13M | Buy |
18,645
+10,364
| +125% | +$625K | 0.05% | 192 |
|
|
2019
Q2 | $534K | Buy |
+8,281
| New | +$534K | 0.02% | 285 |
|