Bartlett & Co 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 | $138K | Hold |
4,000
| – | – | ﹤0.01% | 488 |
|
|
2025
Q1 | $144K | Hold |
4,000
| – | – | ﹤0.01% | 485 |
|
|
2024
Q4 | $127K | Hold |
4,000
| – | – | ﹤0.01% | 510 |
|
|
2024
Q3 | $126K | Sell |
4,000
-115
| -3% | -$3.62K | ﹤0.01% | 512 |
|
|
2024
Q2 | $128K | Buy |
4,115
+1,000
| +32% | +$31.1K | ﹤0.01% | 504 |
|
|
2024
Q1 | $99.5K | Buy |
3,115
+2,200
| +240% | +$70.2K | ﹤0.01% | 556 |
|
|
2023
Q4 | $25K | Sell |
915
-70
| -7% | -$1.91K | ﹤0.01% | 838 |
|
|
2023
Q3 | $24.3K | Hold |
985
| – | – | ﹤0.01% | 779 |
|
|
2023
Q2 | $25.4K | Sell |
985
-700
| -42% | -$18K | ﹤0.01% | 777 |
|
|
2023
Q1 | $37.9K | Sell |
1,685
-210
| -11% | -$4.72K | ﹤0.01% | 608 |
|
|
2022
Q4 | $58.2K | Hold |
1,895
| – | – | ﹤0.01% | 559 |
|
|
2022
Q3 | $83.2K | Hold |
1,895
| – | – | ﹤0.01% | 481 |
|
|
2022
Q2 | $88.6K | Sell |
1,895
-70
| -4% | -$3.27K | ﹤0.01% | 479 |
|
|
2022
Q1 | $128K | Buy |
+1,965
| New | +$128K | ﹤0.01% | 442 |
|
|
2021
Q4 | – | Sell |
-2,022
| Closed | -$139K | – | 676 |
|
|
2021
Q3 | $139K | Hold |
2,022
| – | – | ﹤0.01% | 369 |
|
|
2021
Q2 | $127K | Hold |
2,022
| – | – | ﹤0.01% | 379 |
|
|
2021
Q1 | $126K | Hold |
2,022
| – | – | ﹤0.01% | 385 |
|
|
2020
Q4 | $102K | Sell |
2,022
-300
| -13% | -$15.1K | ﹤0.01% | 407 |
|
|
2020
Q3 | $72.7K | Hold |
2,322
| – | – | ﹤0.01% | 431 |
|
|
2020
Q2 | $85.4K | Sell |
2,322
-150
| -6% | -$5.52K | ﹤0.01% | 403 |
|
|
2020
Q1 | $65.1K | Sell |
2,472
-1,445
| -37% | -$38K | ﹤0.01% | 419 |
|
|
2019
Q4 | $231K | Buy |
3,917
+360
| +10% | +$21.2K | 0.01% | 320 |
|
|
2019
Q3 | $215K | Sell |
3,557
-60
| -2% | -$3.62K | 0.01% | 322 |
|
|
2019
Q2 | $233K | Sell |
3,617
-2,425
| -40% | -$156K | 0.01% | 247 |
|
|
2019
Q1 | $355K | Sell |
6,042
-1,443
| -19% | -$84.7K | 0.01% | 219 |
|
|
2018
Q4 | $384K | Sell |
7,485
-4,700
| -39% | -$241K | 0.02% | 212 |
|
|
2018
Q3 | $824K | Sell |
12,185
-208
| -2% | -$14.1K | 0.03% | 181 |
|
|
2018
Q2 | $771K | Buy |
12,393
+737
| +6% | +$45.9K | 0.03% | 178 |
|
|
2018
Q1 | $852K | Buy |
+11,656
| New | +$852K | 0.04% | 170 |
|