Corient Private Wealth’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
$1.3M Sell
37,700
-4,744
-11% -$164K ﹤0.01% 1296
2025
Q1
$1.52M Buy
42,444
+4,292
+11% +$154K ﹤0.01% 1079
2024
Q4
$1.21M Sell
38,152
-30,897
-45% -$980K ﹤0.01% 1234
2024
Q3
$2.18M Buy
69,049
+21,176
+44% +$667K ﹤0.01% 1036
2024
Q2
$1.49M Buy
47,873
+1,218
+3% +$37.9K ﹤0.01% 1166
2024
Q1
$1.49M Buy
46,655
+4,739
+11% +$151K ﹤0.01% 1168
2023
Q4
$1.13M Sell
41,916
-15,834
-27% -$427K ﹤0.01% 1235
2023
Q3
$1.43M Buy
57,750
+10,787
+23% +$266K ﹤0.01% 1051
2023
Q2
$1.2M Buy
46,963
+21,978
+88% +$564K ﹤0.01% 1079
2023
Q1
$561K Buy
24,985
+17,624
+239% +$396K ﹤0.01% 1317
2022
Q4
$226K Buy
+7,361
New +$226K ﹤0.01% 1444