Carolinas Wealth Consulting’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 |
-850
| Closed | -$30.5K | – | 541 |
|
2025
Q1 | $30.5K | Hold |
850
| – | – | 0.01% | 399 |
|
2024
Q4 | $27K | Hold |
850
| – | – | 0.01% | 438 |
|
2024
Q3 | $26.8K | Buy |
850
+200
| +31% | +$6.3K | ﹤0.01% | 445 |
|
2024
Q2 | $20.2K | Hold |
650
| – | – | ﹤0.01% | 479 |
|
2024
Q1 | $20.8K | Sell |
650
-25
| -4% | -$798 | ﹤0.01% | 478 |
|
2023
Q4 | $18.2K | Buy |
675
+25
| +4% | +$675 | ﹤0.01% | 458 |
|
2023
Q3 | $14.4K | Hold |
650
| – | – | ﹤0.01% | 473 |
|
2023
Q2 | $16.7K | Hold |
650
| – | – | ﹤0.01% | 505 |
|
2023
Q1 | $14.6K | Hold |
650
| – | – | ﹤0.01% | 544 |
|
2022
Q4 | $20K | Sell |
650
-297
| -31% | -$9.12K | ﹤0.01% | 497 |
|
2022
Q3 | $42K | Hold |
947
| – | – | 0.01% | 353 |
|
2022
Q2 | $44K | Hold |
947
| – | – | 0.01% | 349 |
|
2022
Q1 | $62K | Hold |
947
| – | – | 0.01% | 320 |
|
2021
Q4 | $65K | Sell |
947
-108
| -10% | -$7.41K | 0.01% | 328 |
|
2021
Q3 | $73K | Hold |
1,055
| – | – | 0.02% | 284 |
|
2021
Q2 | $66K | Sell |
1,055
-500
| -32% | -$31.3K | 0.01% | 322 |
|
2021
Q1 | $74K | Hold |
1,555
| – | – | 0.02% | 296 |
|
2020
Q4 | $62K | Buy |
1,555
+1,150
| +284% | +$45.9K | 0.02% | 305 |
|
2020
Q3 | $13K | Hold |
405
| – | – | ﹤0.01% | 438 |
|
2020
Q2 | $15K | Buy |
+405
| New | +$15K | 0.01% | 308 |
|