Beacon Pointe Advisors’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 | $2.25M | Buy |
64,931
+10,652
| +20% | +$369K | 0.02% | 467 |
|
|
2025
Q1 | $1.95M | Buy |
54,279
+737
| +1% | +$26.5K | 0.02% | 463 |
|
|
2024
Q4 | $1.7M | Buy |
53,542
+5,341
| +11% | +$169K | 0.02% | 495 |
|
|
2024
Q3 | $1.52M | Buy |
48,201
+2,872
| +6% | +$90.5K | 0.02% | 526 |
|
|
2024
Q2 | $1.41M | Sell |
45,329
-72
| -0.2% | -$2.24K | 0.02% | 543 |
|
|
2024
Q1 | $1.45M | Buy |
45,401
+1,708
| +4% | +$54.5K | 0.02% | 573 |
|
|
2023
Q4 | $1.18M | Sell |
43,693
-96
| -0.2% | -$2.59K | 0.01% | 613 |
|
|
2023
Q3 | $1.08M | Buy |
+43,789
| New | +$1.08M | 0.01% | 605 |
|
|
2022
Q4 | – | Sell |
-5,076
| Closed | -$223K | – | 1087 |
|
|
2022
Q3 | $223K | Sell |
5,076
-1,438
| -22% | -$63.2K | 0.01% | 891 |
|
|
2022
Q2 | $308K | Sell |
6,514
-42,859
| -87% | -$2.03M | 0.01% | 812 |
|
|
2022
Q1 | $3.23M | Buy |
49,373
+41,809
| +553% | +$2.73M | 0.04% | 341 |
|
|
2021
Q4 | $516K | Sell |
7,564
-225
| -3% | -$15.3K | 0.01% | 562 |
|
|
2021
Q3 | $535K | Sell |
7,789
-1,620
| -17% | -$111K | 0.01% | 529 |
|
|
2021
Q2 | $591K | Buy |
+9,409
| New | +$591K | 0.02% | 446 |
|