Creative Planning’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 | $638K | Sell |
18,434
-1,052
| -5% | -$36.4K | ﹤0.01% | 2247 |
|
|
2025
Q1 | $700K | Sell |
19,486
-4,416
| -18% | -$159K | ﹤0.01% | 1997 |
|
|
2024
Q4 | $758K | Buy |
23,902
+1,980
| +9% | +$62.8K | ﹤0.01% | 1871 |
|
|
2024
Q3 | $691K | Buy |
21,922
+1,451
| +7% | +$45.7K | ﹤0.01% | 1826 |
|
|
2024
Q2 | $637K | Sell |
20,471
-2,736
| -12% | -$85.1K | ﹤0.01% | 1759 |
|
|
2024
Q1 | $741K | Sell |
23,207
-5,154
| -18% | -$165K | ﹤0.01% | 1553 |
|
|
2023
Q4 | $765K | Sell |
28,361
-11,466
| -29% | -$309K | ﹤0.01% | 1408 |
|
|
2023
Q3 | $983K | Sell |
39,827
-5,618
| -12% | -$139K | ﹤0.01% | 1163 |
|
|
2023
Q2 | $1.17M | Buy |
45,445
+13,395
| +42% | +$345K | ﹤0.01% | 1055 |
|
|
2023
Q1 | $720K | Sell |
32,050
-2,486
| -7% | -$55.9K | ﹤0.01% | 1250 |
|
|
2022
Q4 | $1.06M | Buy |
34,536
+3,454
| +11% | +$106K | ﹤0.01% | 999 |
|
|
2022
Q3 | $1.37M | Buy |
31,082
+4,387
| +16% | +$193K | ﹤0.01% | 826 |
|
|
2022
Q2 | $1.25M | Buy |
26,695
+1,832
| +7% | +$85.7K | ﹤0.01% | 875 |
|
|
2022
Q1 | $1.63M | Buy |
24,863
+4,578
| +23% | +$299K | ﹤0.01% | 787 |
|
|
2021
Q4 | $1.39M | Sell |
20,285
-14,635
| -42% | -$999K | ﹤0.01% | 813 |
|
|
2021
Q3 | $2.4M | Sell |
34,920
-697
| -2% | -$47.9K | ﹤0.01% | 630 |
|
|
2021
Q2 | $2.24M | Buy |
35,617
+20,611
| +137% | +$1.3M | ﹤0.01% | 634 |
|
|
2021
Q1 | $934K | Buy |
15,006
+394
| +3% | +$24.5K | ﹤0.01% | 1050 |
|
|
2020
Q4 | $735K | Buy |
14,612
+690
| +5% | +$34.7K | ﹤0.01% | 1090 |
|
|
2020
Q3 | $436K | Buy |
13,922
+3,161
| +29% | +$99K | ﹤0.01% | 1184 |
|
|
2020
Q2 | $396K | Buy |
10,761
+807
| +8% | +$29.7K | ﹤0.01% | 1146 |
|
|
2020
Q1 | $262K | Buy |
9,954
+4,162
| +72% | +$110K | ﹤0.01% | 1224 |
|
|
2019
Q4 | $342K | Sell |
5,792
-5,491
| -49% | -$324K | ﹤0.01% | 1319 |
|
|
2019
Q3 | $681K | Buy |
11,283
+3,366
| +43% | +$203K | ﹤0.01% | 912 |
|
|
2019
Q2 | $510K | Buy |
7,917
+93
| +1% | +$5.99K | ﹤0.01% | 1063 |
|
|
2019
Q1 | $459K | Sell |
7,824
-5
| -0.1% | -$293 | ﹤0.01% | 1077 |
|
|
2018
Q4 | $402K | Sell |
7,829
-1,611
| -17% | -$82.7K | ﹤0.01% | 1066 |
|
|
2018
Q3 | $639K | Sell |
9,440
-276
| -3% | -$18.7K | ﹤0.01% | 949 |
|
|
2018
Q2 | $605K | Buy |
9,716
+95
| +1% | +$5.92K | ﹤0.01% | 963 |
|
|
2018
Q1 | $703K | Sell |
9,621
-8,437
| -47% | -$616K | ﹤0.01% | 907 |
|
|
2017
Q4 | $1.39M | Sell |
18,058
-64,687
| -78% | -$4.97M | 0.01% | 567 |
|
|
2017
Q3 | $6.08M | Buy |
82,745
+47,677
| +136% | +$3.5M | 0.03% | 201 |
|
|
2017
Q2 | $2.37M | Sell |
35,068
-1,343
| -4% | -$90.8K | 0.01% | 387 |
|
|
2017
Q1 | $2.38M | Sell |
36,411
-232
| -0.6% | -$15.2K | 0.01% | 368 |
|
|
2016
Q4 | $2.43M | Sell |
36,643
-32,685
| -47% | -$2.17M | 0.01% | 353 |
|
|
2016
Q3 | $3.26M | Sell |
69,328
-34,397
| -33% | -$1.62M | 0.02% | 278 |
|
|
2016
Q2 | $4.02M | Buy |
103,725
+70,503
| +212% | +$2.73M | 0.03% | 198 |
|
|
2016
Q1 | $1.3M | Sell |
33,222
-3,363
| -9% | -$132K | 0.01% | 423 |
|
|
2015
Q4 | $1.84M | Buy |
36,585
+3,202
| +10% | +$161K | 0.02% | 329 |
|
|
2015
Q3 | $1.58M | Sell |
33,383
-17,551
| -34% | -$833K | 0.01% | 346 |
|
|
2015
Q2 | $3.02M | Buy |
50,934
+18,585
| +57% | +$1.1M | 0.03% | 216 |
|
|
2015
Q1 | $1.86M | Buy |
32,349
+17,516
| +118% | +$1.01M | 0.02% | 296 |
|
|
2014
Q4 | $855K | Buy |
14,833
+490
| +3% | +$28.2K | 0.01% | 504 |
|
|
2014
Q3 | $768K | Sell |
14,343
-38,476
| -73% | -$2.06M | 0.01% | 496 |
|
|
2014
Q2 | $2.72M | Buy |
52,819
+38,553
| +270% | +$1.98M | 0.04% | 185 |
|
|
2014
Q1 | $723K | Buy |
14,266
+1,670
| +13% | +$84.6K | 0.01% | 483 |
|
|
2013
Q4 | $650K | Buy |
12,596
+5,688
| +82% | +$294K | 0.01% | 445 |
|
|
2013
Q3 | $290K | Buy |
6,908
+1,853
| +37% | +$77.8K | 0.01% | 612 |
|
|
2013
Q2 | $184K | Buy |
+5,055
| New | +$184K | ﹤0.01% | 710 |
|