Forum Financial 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 | $227K | Buy |
6,574
+363
| +6% | +$12.6K | ﹤0.01% | 829 |
|
|
2025
Q1 | $223K | Buy |
+6,211
| New | +$223K | ﹤0.01% | 757 |
|
|
2022
Q3 | – | Sell |
-4,388
| Closed | -$205K | – | 580 |
|
|
2022
Q2 | $205K | Hold |
4,388
| – | – | 0.01% | 518 |
|
|
2022
Q1 | $286K | Hold |
4,388
| – | – | 0.01% | 415 |
|
|
2021
Q4 | $300K | Buy |
+4,388
| New | +$300K | 0.02% | 424 |
|