Forum Financial Management’s Lincoln National LNC Stock Holding History

Forum Financial Management’s Portfolio LNC Stock Details LNC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$350K	Buy
2025 Q3	$317K	Buy
2025 Q2	$227K	Buy
2025 Q1	$223K	Buy
2022 Q3	–	Sell
2022 Q2	$205K	Hold
2022 Q1	$286K	Hold
2021 Q4	$300K	Buy