Edgestream Partners’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 | – | Sell |
-132,693
| Closed | -$4.77M | – | 973 |
|
|
2025
Q1 | $4.77M | Buy |
+132,693
| New | +$4.77M | 0.16% | 237 |
|
|
2024
Q3 | – | Sell |
-136,781
| Closed | -$4.25M | – | 973 |
|
|
2024
Q2 | $4.25M | Buy |
136,781
+79,598
| +139% | +$2.48M | 0.2% | 162 |
|
|
2024
Q1 | $1.83M | Buy |
+57,183
| New | +$1.83M | 0.09% | 354 |
|
|
2023
Q2 | – | Sell |
-157,888
| Closed | -$3.55M | – | 818 |
|
|
2023
Q1 | $3.55M | Buy |
157,888
+84,149
| +114% | +$1.89M | 0.39% | 49 |
|
|
2022
Q4 | $2.27M | Buy |
+73,739
| New | +$2.27M | 0.25% | 126 |
|
|
2022
Q3 | – | Sell |
-19,656
| Closed | -$919K | – | 544 |
|
|
2022
Q2 | $919K | Sell |
19,656
-6,431
| -25% | -$301K | 0.07% | 338 |
|
|
2022
Q1 | $1.71M | Sell |
26,087
-685
| -3% | -$44.8K | 0.14% | 246 |
|
|
2021
Q4 | $1.83M | Buy |
+26,772
| New | +$1.83M | 0.11% | 241 |
|
|
2020
Q4 | – | Sell |
-30,630
| Closed | -$960K | – | 399 |
|
|
2020
Q3 | $960K | Buy |
+30,630
| New | +$960K | 0.06% | 225 |
|
|
2020
Q1 | – | Sell |
-16,167
| Closed | -$954K | – | 347 |
|
|
2019
Q4 | $954K | Buy |
+16,167
| New | +$954K | 0.05% | 238 |
|