Clearstead Advisors’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 | $107K | Buy |
3,081
+454
| +17% | +$15.7K | ﹤0.01% | 1045 |
|
|
2025
Q1 | $94.3K | Buy |
2,627
+29
| +1% | +$1.04K | ﹤0.01% | 1009 |
|
|
2024
Q4 | $82.4K | Buy |
2,598
+6
| +0.2% | +$190 | ﹤0.01% | 1060 |
|
|
2024
Q3 | $81.7K | Sell |
2,592
-2,000
| -44% | -$63K | ﹤0.01% | 1077 |
|
|
2024
Q2 | $143K | Hold |
4,592
| – | – | ﹤0.01% | 919 |
|
|
2024
Q1 | $136K | Sell |
4,592
-17
| -0.4% | -$502 | 0.01% | 538 |
|
|
2023
Q4 | $124K | Sell |
4,609
-6,227
| -57% | -$168K | 0.01% | 544 |
|
|
2023
Q3 | $268K | Buy |
10,836
+5,431
| +100% | +$134K | 0.01% | 506 |
|
|
2023
Q2 | $139K | Buy |
5,405
+2,361
| +78% | +$60.8K | 0.01% | 499 |
|
|
2023
Q1 | $68.4K | Sell |
3,044
-1,096
| -26% | -$24.6K | 0.01% | 589 |
|
|
2022
Q4 | $127K | Sell |
4,140
-13
| -0.3% | -$399 | 0.01% | 452 |
|
|
2022
Q3 | $182K | Buy |
4,153
+26
| +0.6% | +$1.14K | 0.02% | 374 |
|
|
2022
Q2 | $193K | Buy |
4,127
+76
| +2% | +$3.55K | 0.02% | 381 |
|
|
2022
Q1 | $265K | Buy |
4,051
+1,872
| +86% | +$122K | 0.02% | 370 |
|
|
2021
Q4 | $149K | Hold |
2,179
| – | – | 0.01% | 442 |
|
|
2021
Q3 | $150K | Sell |
2,179
-32
| -1% | -$2.2K | 0.01% | 413 |
|
|
2021
Q2 | $139K | Buy |
2,211
+32
| +1% | +$2.01K | 0.01% | 396 |
|
|
2021
Q1 | $136K | Hold |
2,179
| – | – | 0.01% | 389 |
|
|
2020
Q4 | $110K | Hold |
2,179
| – | – | 0.01% | 398 |
|
|
2020
Q3 | $68K | Hold |
2,179
| – | – | 0.01% | 421 |
|
|
2020
Q2 | $80K | Hold |
2,179
| – | – | 0.01% | 376 |
|
|
2020
Q1 | $57K | Buy |
+2,179
| New | +$57K | 0.01% | 390 |
|