Congress Wealth 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 | $6.91M | Buy |
199,783
+98,876
| +98% | +$3.42M | 0.07% | 323 |
|
|
2025
Q1 | $3.62M | Buy |
100,907
+102
| +0.1% | +$3.66K | 0.04% | 375 |
|
|
2024
Q4 | $3.2M | Sell |
100,805
-101,535
| -50% | -$3.22M | 0.04% | 345 |
|
|
2024
Q3 | $6.38M | Buy |
202,340
+79,350
| +65% | +$2.5M | 0.09% | 263 |
|
|
2024
Q2 | $3.82M | Buy |
+122,990
| New | +$3.82M | 0.06% | 280 |
|
|
2024
Q1 | – | Sell |
-7,518
| Closed | -$203K | – | 615 |
|
|
2023
Q4 | $203K | Buy |
+7,518
| New | +$203K | ﹤0.01% | 593 |
|
|
2022
Q2 | – | Sell |
-4,018
| Closed | -$263K | – | 594 |
|
|
2022
Q1 | $263K | Sell |
4,018
-64
| -2% | -$4.19K | 0.01% | 536 |
|
|
2021
Q4 | $278K | Buy |
+4,082
| New | +$278K | 0.01% | 547 |
|