Forvis Mazars Wealth Advisors’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 | $384K | Hold |
11,109
| – | – | 0.01% | 328 |
|
|
2025
Q1 | $399K | Sell |
11,109
-90
| -0.8% | -$3.23K | 0.01% | 320 |
|
|
2024
Q4 | $355K | Buy |
11,199
+338
| +3% | +$10.7K | 0.01% | 356 |
|
|
2024
Q3 | $342K | Buy |
10,861
+4
| +0% | +$126 | 0.01% | 366 |
|
|
2024
Q2 | $338K | Sell |
10,857
-212
| -2% | -$6.59K | 0.01% | 340 |
|
|
2024
Q1 | $353K | Buy |
+11,069
| New | +$353K | 0.01% | 330 |
|
|
2022
Q2 | – | Sell |
-3,593
| Closed | -$235K | – | 397 |
|
|
2022
Q1 | $235K | Sell |
3,593
-464
| -11% | -$30.3K | 0.01% | 272 |
|
|
2021
Q4 | $277K | Sell |
4,057
-286
| -7% | -$19.5K | 0.01% | 238 |
|
|
2021
Q3 | $299K | Buy |
+4,343
| New | +$299K | 0.01% | 220 |
|
|
2019
Q2 | – | Sell |
-11,408
| Closed | -$670K | – | 262 |
|
|
2019
Q1 | $670K | Buy |
+11,408
| New | +$670K | 0.06% | 133 |
|
|
2014
Q2 | – | Sell |
-27,838
| Closed | -$1.41M | – | 151 |
|
|
2014
Q1 | $1.41M | Hold |
27,838
| – | – | 0.25% | 61 |
|
|
2013
Q4 | $1.44M | Sell |
27,838
-52
| -0.2% | -$2.68K | 0.27% | 58 |
|
|
2013
Q3 | $1.17M | Buy |
+27,890
| New | +$1.17M | 0.24% | 66 |
|