Cerity Partners’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 | $1.51M | Sell |
43,501
-10,039
| -19% | -$347K | ﹤0.01% | 1341 |
|
|
2025
Q1 | $1.92M | Buy |
53,540
+4,878
| +10% | +$175K | ﹤0.01% | 1141 |
|
|
2024
Q4 | $1.54M | Sell |
48,662
-10,367
| -18% | -$328K | ﹤0.01% | 1221 |
|
|
2024
Q3 | $1.86M | Buy |
59,029
+12,704
| +27% | +$400K | ﹤0.01% | 1125 |
|
|
2024
Q2 | $1.44M | Buy |
46,325
+1,544
| +3% | +$48K | ﹤0.01% | 1063 |
|
|
2024
Q1 | $1.43M | Buy |
44,781
+24,110
| +117% | +$770K | ﹤0.01% | 1120 |
|
|
2023
Q4 | $558K | Buy |
20,671
+3,386
| +20% | +$91.4K | ﹤0.01% | 1222 |
|
|
2023
Q3 | $427K | Sell |
17,285
-3,079
| -15% | -$76.1K | ﹤0.01% | 1030 |
|
|
2023
Q2 | $525K | Sell |
20,364
-1,859
| -8% | -$47.9K | ﹤0.01% | 1158 |
|
|
2023
Q1 | $873K | Sell |
22,223
-8,836
| -28% | -$347K | ﹤0.01% | 1039 |
|
|
2022
Q4 | $954K | Buy |
31,059
+1,485
| +5% | +$45.6K | 0.01% | 707 |
|
|
2022
Q3 | $1.3M | Sell |
29,574
-714
| -2% | -$31.3K | 0.02% | 453 |
|
|
2022
Q2 | $1.42M | Buy |
30,288
+26,683
| +740% | +$1.25M | 0.02% | 479 |
|
|
2022
Q1 | $236K | Sell |
3,605
-6,304
| -64% | -$413K | ﹤0.01% | 814 |
|
|
2021
Q4 | $681K | Buy |
+9,909
| New | +$681K | 0.01% | 516 |
|