Concurrent Investment Advisors’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$749K Buy
2025
Q2
$626K Buy
2025
Q1
$467K Sell
2024
Q4
$418K Sell
2024
Q3
$443K Sell
2024
Q2
$490K Buy
2024
Q1
$482K Buy