Carson Wealth (CWM LLC)’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $490K | Sell |
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|
2025
Q2 | $459K | Sell |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $511K | Buy |
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|
2024
Q3 | $469K | Buy |
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|
2024
Q2 | $444K | Buy |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $173K | Sell |
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|
2023
Q3 | $208K | Sell |
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|
2023
Q2 | $285K | Buy |
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|
2023
Q1 | $104K | Buy |
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|
2022
Q4 | $134K | Buy |
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|
2022
Q3 | $118K | Buy |
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|
2022
Q2 | $98K | Sell |
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|
2022
Q1 | $143K | Buy |
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|
2021
Q4 | $93K | Buy |
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|
2021
Q2 | $46K | Hold |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $46K | Hold |
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|
2020
Q3 | $46K | Hold |
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|
2020
Q2 | $46K | Hold |
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|
2020
Q1 | $46K | Hold |
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|
2019
Q4 | $46K | Hold |
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|
2019
Q3 | $46K | Hold |
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|
2019
Q2 | $46K | Hold |
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|
2019
Q1 | $46K | Sell |
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|
2018
Q4 | $650K | Buy |
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|
2018
Q3 | $830K | Buy |
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|
2018
Q2 | $632K | Buy |
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|
2018
Q1 | $347K | Buy |
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|
2017
Q4 | $308K | Buy |
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|
2017
Q3 | $258K | Buy |
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|
2017
Q2 | $211K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $5K | Buy |
|