Coldstream Capital Management’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 | $350K | Buy |
10,126
+123
| +1% | +$4.26K | 0.01% | 808 |
|
2025
Q1 | $359K | Sell |
10,003
-138
| -1% | -$4.96K | 0.01% | 748 |
|
2024
Q4 | $322K | Sell |
10,141
-1,629
| -14% | -$51.7K | 0.01% | 793 |
|
2024
Q3 | $372K | Sell |
11,770
-1,188
| -9% | -$37.6K | 0.01% | 730 |
|
2024
Q2 | $403K | Buy |
12,958
+354
| +3% | +$11K | 0.01% | 638 |
|
2024
Q1 | $402K | Buy |
12,604
+158
| +1% | +$5.05K | 0.01% | 642 |
|
2023
Q4 | $336K | Sell |
12,446
-5,065
| -29% | -$137K | 0.01% | 662 |
|
2023
Q3 | $432K | Buy |
17,511
+5,212
| +42% | +$129K | 0.01% | 487 |
|
2023
Q2 | $317K | Buy |
+12,299
| New | +$317K | 0.01% | 605 |
|
2022
Q2 | $262K | Buy |
5,613
+477
| +9% | +$22.3K | 0.01% | 614 |
|
2022
Q1 | $336K | Sell |
5,136
-304
| -6% | -$19.9K | 0.01% | 523 |
|
2021
Q4 | $371K | Buy |
+5,440
| New | +$371K | 0.01% | 532 |
|
2021
Q3 | – | Sell |
-3,455
| Closed | -$217K | – | 487 |
|
2021
Q2 | $217K | Buy |
3,455
+8
| +0.2% | +$502 | 0.01% | 487 |
|
2021
Q1 | $215K | Buy |
+3,447
| New | +$215K | 0.01% | 409 |
|