Carson Wealth (CWM LLC)’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 | $459K | Sell |
13,252
-4,174
| -24% | -$145K | ﹤0.01% | 1631 |
|
|
2025
Q1 | $626K | Buy |
17,426
+1,325
| +8% | +$47.6K | ﹤0.01% | 1368 |
|
|
2024
Q4 | $511K | Buy |
16,101
+1,222
| +8% | +$38.8K | ﹤0.01% | 1371 |
|
|
2024
Q3 | $469K | Buy |
14,879
+590
| +4% | +$18.6K | ﹤0.01% | 1338 |
|
|
2024
Q2 | $444K | Buy |
14,289
+5,094
| +55% | +$158K | ﹤0.01% | 1233 |
|
|
2024
Q1 | $294K | Buy |
9,195
+2,788
| +44% | +$89.1K | ﹤0.01% | 1337 |
|
|
2023
Q4 | $173K | Sell |
6,407
-2,006
| -24% | -$54.2K | ﹤0.01% | 1475 |
|
|
2023
Q3 | $208K | Sell |
8,413
-2,666
| -24% | -$65.9K | ﹤0.01% | 1299 |
|
|
2023
Q2 | $285K | Buy |
11,079
+6,444
| +139% | +$166K | ﹤0.01% | 1126 |
|
|
2023
Q1 | $104K | Buy |
4,635
+279
| +6% | +$6.26K | ﹤0.01% | 1472 |
|
|
2022
Q4 | $134K | Buy |
4,356
+1,668
| +62% | +$51.3K | ﹤0.01% | 1254 |
|
|
2022
Q3 | $118K | Buy |
2,688
+587
| +28% | +$25.8K | ﹤0.01% | 1268 |
|
|
2022
Q2 | $98K | Sell |
2,101
-89
| -4% | -$4.15K | ﹤0.01% | 1321 |
|
|
2022
Q1 | $143K | Buy |
2,190
+833
| +61% | +$54.4K | ﹤0.01% | 1184 |
|
|
2021
Q4 | $93K | Buy |
+1,357
| New | +$93K | ﹤0.01% | 1320 |
|
|
2021
Q2 | $46K | Hold |
727
| – | – | ﹤0.01% | 1429 |
|
|
2021
Q1 | $46K | Hold |
727
| – | – | ﹤0.01% | 1429 |
|
|
2020
Q4 | $46K | Hold |
727
| – | – | ﹤0.01% | 1429 |
|
|
2020
Q3 | $46K | Hold |
727
| – | – | ﹤0.01% | 1429 |
|
|
2020
Q2 | $46K | Hold |
727
| – | – | ﹤0.01% | 1429 |
|
|
2020
Q1 | $46K | Hold |
727
| – | – | ﹤0.01% | 1429 |
|
|
2019
Q4 | $46K | Hold |
727
| – | – | ﹤0.01% | 1429 |
|
|
2019
Q3 | $46K | Hold |
727
| – | – | ﹤0.01% | 1429 |
|
|
2019
Q2 | $46K | Hold |
727
| – | – | ﹤0.01% | 1429 |
|
|
2019
Q1 | $46K | Sell |
727
-11,946
| -94% | -$756K | ﹤0.01% | 1429 |
|
|
2018
Q4 | $650K | Buy |
12,673
+404
| +3% | +$20.7K | 0.02% | 414 |
|
|
2018
Q3 | $830K | Buy |
12,269
+2,123
| +21% | +$144K | 0.02% | 332 |
|
|
2018
Q2 | $632K | Buy |
10,146
+5,395
| +114% | +$336K | 0.02% | 316 |
|
|
2018
Q1 | $347K | Buy |
4,751
+741
| +18% | +$54.1K | 0.01% | 313 |
|
|
2017
Q4 | $308K | Buy |
4,010
+499
| +14% | +$38.3K | 0.01% | 308 |
|
|
2017
Q3 | $258K | Buy |
3,511
+389
| +12% | +$28.6K | 0.01% | 302 |
|
|
2017
Q2 | $211K | Buy |
+3,122
| New | +$211K | 0.01% | 301 |
|
|
2017
Q1 | – | Sell |
-69
| Closed | -$5K | – | 1248 |
|
|
2016
Q4 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 853 |
|