Ellis Investment 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
Q1 | – | Sell |
-37,960
| Closed | -$1.2M | – | 242 |
|
|
2024
Q4 | $1.2M | Sell |
37,960
-8
| -0% | -$254 | 0.24% | 86 |
|
|
2024
Q3 | $1.2M | Buy |
37,968
+2,768
| +8% | +$87.2K | 0.23% | 82 |
|
|
2024
Q2 | $1.09M | Buy |
+35,200
| New | +$1.09M | 0.23% | 85 |
|
|
2020
Q3 | – | Sell |
-432
| Closed | -$15K | – | 741 |
|
|
2020
Q2 | $15K | Buy |
432
+4
| +0.9% | +$139 | 0.01% | 488 |
|
|
2020
Q1 | $10K | Sell |
428
-479
| -53% | -$11.2K | ﹤0.01% | 485 |
|
|
2019
Q4 | $54K | Buy |
907
+5
| +0.6% | +$298 | 0.02% | 328 |
|
|
2019
Q3 | $52K | Buy |
902
+4
| +0.4% | +$231 | 0.02% | 331 |
|
|
2019
Q2 | $58K | Buy |
+898
| New | +$58K | 0.02% | 311 |
|