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BCM
Brookstone Capital Management’s
Lincoln National
LNC
Stock Holding History
Brookstone Capital Management’s Portfolio
LNC Stock Details
LNC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-6,808
Closed
-$215K
–
1029
2024
Q3
$215K
Buy
6,808
+397
+6%
+$12.4K
﹤0.01%
942
2024
Q2
$210K
Buy
+6,411
New
+$194K
﹤0.01%
899
2022
Q2
–
Sell
-4,300
Closed
-$274K
–
800
2022
Q1
$274K
Hold
4,300
–
–
0.01%
673
2021
Q4
$314K
Hold
4,300
–
–
0.01%
618
2021
Q3
$306K
Sell
4,300
-541
-11%
-$35.3K
0.01%
592
2021
Q2
$303K
Sell
4,841
-1,908
-28%
-$126K
0.01%
589
2021
Q1
$420K
Buy
+6,749
New
+$373K
0.02%
358
2020
Q1
–
Sell
-3,763
Closed
-$222K
–
385
2019
Q4
$222K
Hold
3,763
–
–
0.01%
376
2019
Q3
$227K
Hold
3,763
–
–
0.01%
389
2019
Q2
$243K
Hold
3,763
–
–
0.01%
389
2019
Q1
$221K
Buy
+3,763
New
+$223K
0.01%
364
2018
Q4
–
Sell
-5,063
Closed
-$343K
–
362
2018
Q3
$343K
Buy
+5,063
New
+$334K
0.03%
316
2015
Q4
–
Sell
-233
Closed
-$11K
–
569
2015
Q3
$11K
Buy
233
+202
+652%
+$10.8K
﹤0.01%
1063
2015
Q2
$2K
Buy
+31
New
+$1.81K
﹤0.01%
1815
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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