Cresset Asset 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 | $381K | Sell |
11,013
-402
| -4% | -$13.9K | ﹤0.01% | 1190 |
|
|
2025
Q1 | $410K | Sell |
11,415
-2,523
| -18% | -$90.6K | ﹤0.01% | 1157 |
|
|
2024
Q4 | $442K | Sell |
13,938
-33,956
| -71% | -$1.08M | ﹤0.01% | 1128 |
|
|
2024
Q3 | $1.51M | Buy |
47,894
+7,469
| +18% | +$235K | 0.01% | 938 |
|
|
2024
Q2 | $1.26M | Buy |
40,425
+14,358
| +55% | +$447K | 0.01% | 921 |
|
|
2024
Q1 | $832K | Buy |
26,067
+4,012
| +18% | +$128K | ﹤0.01% | 1052 |
|
|
2023
Q4 | $595K | Buy |
22,055
+2,568
| +13% | +$69.3K | ﹤0.01% | 1123 |
|
|
2023
Q3 | $481K | Sell |
19,487
-1
| -0% | -$25 | ﹤0.01% | 1166 |
|
|
2023
Q2 | $502K | Buy |
+19,488
| New | +$502K | ﹤0.01% | 1146 |
|
|
2022
Q2 | – | Sell |
-6,083
| Closed | -$397K | – | 1030 |
|
|
2022
Q1 | $397K | Sell |
6,083
-16
| -0.3% | -$1.04K | ﹤0.01% | 678 |
|
|
2021
Q4 | $416K | Buy |
6,099
+1,894
| +45% | +$129K | ﹤0.01% | 755 |
|
|
2021
Q3 | $289K | Buy |
4,205
+901
| +27% | +$61.9K | ﹤0.01% | 864 |
|
|
2021
Q2 | $208K | Sell |
3,304
-125
| -4% | -$7.87K | ﹤0.01% | 939 |
|
|
2021
Q1 | $213K | Buy |
+3,429
| New | +$213K | ﹤0.01% | 837 |
|
|
2019
Q2 | – | Sell |
-574
| Closed | -$34K | – | 1140 |
|
|
2019
Q1 | $34K | Buy |
574
+432
| +304% | +$25.6K | ﹤0.01% | 894 |
|
|
2018
Q4 | $7K | Buy |
+142
| New | +$7K | ﹤0.01% | 932 |
|