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