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