CVA Family Office’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 | $47.6K | Sell |
1,375
-14
| -1% | -$484 | 0.01% | 556 |
|
|
2025
Q1 | $49.9K | Buy |
1,389
+14
| +1% | +$503 | 0.01% | 518 |
|
|
2024
Q4 | $43.6K | Hold |
1,375
| – | – | 0.01% | 545 |
|
|
2024
Q3 | $43.3K | Hold |
1,375
| – | – | 0.01% | 533 |
|
|
2024
Q2 | $42.8K | Hold |
1,375
| – | – | 0.01% | 525 |
|
|
2024
Q1 | $43.9K | Hold |
1,375
| – | – | 0.01% | 514 |
|
|
2023
Q4 | $37.1K | Buy |
+1,375
| New | +$37.1K | 0.01% | 523 |
|
|
2023
Q3 | – | Sell |
-2,155
| Closed | -$55.5K | – | 638 |
|
|
2023
Q2 | $55.5K | Buy |
2,155
+1,375
| +176% | +$35.4K | 0.01% | 428 |
|
|
2023
Q1 | $17.5K | Buy |
+780
| New | +$17.5K | ﹤0.01% | 613 |
|
|
2022
Q4 | – | Sell |
-135
| Closed | -$6K | – | 983 |
|
|
2022
Q3 | $6K | Sell |
135
-15
| -10% | -$667 | ﹤0.01% | 698 |
|
|
2022
Q2 | $7K | Sell |
150
-490
| -77% | -$22.9K | ﹤0.01% | 702 |
|
|
2022
Q1 | $42K | Buy |
640
+30
| +5% | +$1.97K | 0.01% | 430 |
|
|
2021
Q4 | $42K | Buy |
+610
| New | +$42K | 0.01% | 385 |
|
|
2021
Q3 | – | Sell |
-570
| Closed | -$36K | – | 642 |
|
|
2021
Q2 | $36K | Buy |
570
+435
| +322% | +$27.5K | 0.01% | 409 |
|
|
2021
Q1 | $8K | Buy |
+135
| New | +$8K | ﹤0.01% | 552 |
|