HB 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 | $726K | Sell |
20,990
-1,339
| -6% | -$46.3K | 0.01% | 604 |
|
2025
Q1 | $802K | Buy |
22,329
+179
| +0.8% | +$6.43K | 0.01% | 591 |
|
2024
Q4 | $702K | Buy |
22,150
+2,961
| +15% | +$93.9K | 0.01% | 508 |
|
2024
Q3 | $605K | Sell |
19,189
-399
| -2% | -$12.6K | 0.01% | 519 |
|
2024
Q2 | $609K | Buy |
19,588
+632
| +3% | +$19.7K | 0.01% | 474 |
|
2024
Q1 | $605K | Buy |
18,956
+1,552
| +9% | +$49.6K | 0.01% | 444 |
|
2023
Q4 | $469K | Sell |
17,404
-5,295
| -23% | -$143K | 0.01% | 480 |
|
2023
Q3 | $560K | Buy |
22,699
+4,571
| +25% | +$113K | 0.01% | 403 |
|
2023
Q2 | $467K | Buy |
18,128
+3,699
| +26% | +$95.3K | 0.01% | 430 |
|
2023
Q1 | $324K | Sell |
14,429
-489
| -3% | -$11K | 0.01% | 514 |
|
2022
Q4 | $458K | Buy |
14,918
+466
| +3% | +$14.3K | 0.01% | 416 |
|
2022
Q3 | $635K | Buy |
14,452
+7,668
| +113% | +$337K | 0.01% | 311 |
|
2022
Q2 | $317K | Buy |
+6,784
| New | +$317K | 0.01% | 429 |
|