CIBC Private Wealth Group’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
7,894
+353
| +5% | +$12.2K | ﹤0.01% | 1008 |
|
|
2025
Q1 | $218K | Sell |
7,541
-1,292
| -15% | -$37.4K | ﹤0.01% | 1048 |
|
|
2024
Q4 | $277K | Hold |
8,833
| – | – | ﹤0.01% | 1041 |
|
|
2024
Q3 | $278K | Sell |
8,833
-609
| -6% | -$19.2K | ﹤0.01% | 1045 |
|
|
2024
Q2 | $290K | Sell |
9,442
-414
| -4% | -$12.7K | ﹤0.01% | 961 |
|
|
2024
Q1 | $311K | Sell |
9,856
-35
| -0.4% | -$1.11K | ﹤0.01% | 961 |
|
|
2023
Q4 | $267K | Sell |
9,891
-147
| -1% | -$3.97K | ﹤0.01% | 976 |
|
|
2023
Q3 | $248K | Buy |
+10,038
| New | +$248K | ﹤0.01% | 932 |
|
|
2022
Q4 | – | Sell |
-10,520
| Closed | -$462K | – | 905 |
|
|
2022
Q3 | $462K | Hold |
10,520
| – | – | ﹤0.01% | 717 |
|
|
2022
Q2 | $493K | Sell |
10,520
-35
| -0.3% | -$1.64K | ﹤0.01% | 708 |
|
|
2022
Q1 | $690K | Buy |
10,555
+162
| +2% | +$10.6K | ﹤0.01% | 693 |
|
|
2021
Q4 | $709K | Buy |
10,393
+172
| +2% | +$11.7K | ﹤0.01% | 703 |
|
|
2021
Q3 | $703K | Sell |
10,221
-360
| -3% | -$24.8K | ﹤0.01% | 677 |
|
|
2021
Q2 | $665K | Hold |
10,581
| – | – | ﹤0.01% | 745 |
|
|
2021
Q1 | $659K | Buy |
10,581
+351
| +3% | +$21.9K | ﹤0.01% | 749 |
|
|
2020
Q4 | $515K | Buy |
+10,230
| New | +$515K | ﹤0.01% | 767 |
|
|
2018
Q3 | – | Sell |
-10,442
| Closed | -$650K | – | 1385 |
|
|
2018
Q2 | $650K | Sell |
10,442
-1,809
| -15% | -$113K | ﹤0.01% | 720 |
|
|
2018
Q1 | $895K | Buy |
12,251
+724
| +6% | +$52.9K | ﹤0.01% | 660 |
|
|
2017
Q4 | $886K | Buy |
+11,527
| New | +$886K | ﹤0.01% | 677 |
|
|
2017
Q1 | – | Sell |
-10,251
| Closed | -$679K | – | 589 |
|
|
2016
Q4 | $679K | Buy |
10,251
+12
| +0.1% | +$795 | ﹤0.01% | 489 |
|
|
2016
Q3 | $480K | Buy |
10,239
+135
| +1% | +$6.33K | ﹤0.01% | 528 |
|
|
2016
Q2 | $391K | Sell |
10,104
-6,940
| -41% | -$269K | ﹤0.01% | 547 |
|
|
2016
Q1 | $668K | Buy |
17,044
+5,995
| +54% | +$235K | 0.01% | 496 |
|
|
2015
Q4 | $555K | Sell |
11,049
-91
| -0.8% | -$4.57K | ﹤0.01% | 514 |
|
|
2015
Q3 | $528K | Sell |
11,140
-1,540
| -12% | -$73K | ﹤0.01% | 524 |
|
|
2015
Q2 | $752K | Buy |
+12,680
| New | +$752K | 0.01% | 503 |
|