Forvis Mazars Wealth Advisors’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $447K | Sell |
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|
2025
Q2 | $384K | Hold |
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|
2025
Q1 | $399K | Sell |
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|
2024
Q4 | $355K | Buy |
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|
2024
Q3 | $342K | Buy |
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|
2024
Q2 | $338K | Sell |
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|
2024
Q1 | $353K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $277K | Sell |
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|
2021
Q3 | $299K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $670K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.41M | Hold |
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|
2013
Q4 | $1.44M | Sell |
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|
2013
Q3 | $1.17M | Buy |
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