Geneos Wealth 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 | $18.2K | Sell |
527
-470
| -47% | -$16.3K | ﹤0.01% | 2072 |
|
|
2025
Q1 | $35.8K | Buy |
997
+618
| +163% | +$22.2K | ﹤0.01% | 2085 |
|
|
2024
Q4 | $12K | Buy |
379
+150
| +66% | +$4.76K | ﹤0.01% | 1976 |
|
|
2024
Q3 | $7.22K | Buy |
229
+56
| +32% | +$1.77K | ﹤0.01% | 1946 |
|
|
2024
Q2 | $5.38K | Hold |
173
| – | – | ﹤0.01% | 1705 |
|
|
2024
Q1 | $5.52K | Hold |
173
| – | – | ﹤0.01% | 1689 |
|
|
2023
Q4 | $4.67K | Sell |
173
-491
| -74% | -$13.2K | ﹤0.01% | 1738 |
|
|
2023
Q3 | $16.4K | Hold |
664
| – | – | ﹤0.01% | 1439 |
|
|
2023
Q2 | $17.1K | Hold |
664
| – | – | ﹤0.01% | 1424 |
|
|
2023
Q1 | $14.9K | Sell |
664
-500
| -43% | -$11.2K | ﹤0.01% | 1434 |
|
|
2022
Q4 | $35.8K | Sell |
1,164
-400
| -26% | -$12.3K | ﹤0.01% | 1166 |
|
|
2022
Q3 | $68K | Buy |
1,564
+1,150
| +278% | +$50K | ﹤0.01% | 928 |
|
|
2022
Q2 | $19K | Sell |
414
-400
| -49% | -$18.4K | ﹤0.01% | 1707 |
|
|
2022
Q1 | $53K | Buy |
814
+50
| +7% | +$3.26K | ﹤0.01% | 1361 |
|
|
2021
Q4 | $52K | Sell |
764
-249
| -25% | -$16.9K | ﹤0.01% | 1457 |
|
|
2021
Q3 | $71K | Sell |
1,013
-4,000
| -80% | -$280K | ﹤0.01% | 1317 |
|
|
2021
Q2 | $322K | Sell |
5,013
-925
| -16% | -$59.4K | 0.01% | 668 |
|
|
2021
Q1 | $380K | Buy |
5,938
+4,400
| +286% | +$282K | 0.01% | 710 |
|
|
2020
Q4 | $50K | Buy |
1,538
+725
| +89% | +$23.6K | ﹤0.01% | 1463 |
|
|
2020
Q3 | $24K | Hold |
813
| – | – | ﹤0.01% | 1576 |
|
|
2020
Q2 | $28K | Sell |
813
-1,300
| -62% | -$44.8K | ﹤0.01% | 1472 |
|
|
2020
Q1 | $58K | Sell |
2,113
-1,400
| -40% | -$38.4K | ﹤0.01% | 1057 |
|
|
2019
Q4 | $206K | Hold |
3,513
| – | – | 0.01% | 690 |
|
|
2019
Q3 | $213K | Buy |
3,513
+649
| +23% | +$39.4K | 0.01% | 642 |
|
|
2019
Q2 | $184K | Hold |
2,864
| – | – | 0.01% | 697 |
|
|
2019
Q1 | $168K | Sell |
2,864
-65
| -2% | -$3.81K | 0.01% | 703 |
|
|
2018
Q4 | $149K | Sell |
2,929
-7,105
| -71% | -$361K | 0.01% | 694 |
|
|
2018
Q3 | $678K | Buy |
10,034
+684
| +7% | +$46.2K | 0.05% | 327 |
|
|
2018
Q2 | $582K | Buy |
9,350
+1,811
| +24% | +$113K | 0.05% | 300 |
|
|
2018
Q1 | $550K | Sell |
7,539
-11
| -0.1% | -$802 | 0.05% | 292 |
|
|
2017
Q4 | $580K | Sell |
7,550
-58
| -0.8% | -$4.46K | 0.05% | 288 |
|
|
2017
Q3 | $559K | Hold |
7,608
| – | – | 0.06% | 285 |
|
|
2017
Q2 | $514K | Sell |
7,608
-16
| -0.2% | -$1.08K | 0.05% | 285 |
|
|
2017
Q1 | $499K | Sell |
7,624
-10
| -0.1% | -$655 | 0.05% | 276 |
|
|
2016
Q4 | $505K | Buy |
7,634
+33
| +0.4% | +$2.18K | 0.07% | 243 |
|
|
2016
Q3 | $357K | Buy |
7,601
+197
| +3% | +$9.25K | 0.05% | 313 |
|
|
2016
Q2 | $286K | Sell |
7,404
-44
| -0.6% | -$1.7K | 0.04% | 361 |
|
|
2016
Q1 | $296K | Buy |
+7,448
| New | +$296K | 0.05% | 343 |
|