Holistic Financial Partners’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	$333K	Hold	9,630	–	–	0.15%	82
2025 Q1	$346K	Hold	9,630	–	–	0.17%	75
2024 Q4	$305K	Hold	9,630	–	–	0.15%	84
2024 Q3	$303K	Hold	9,630	–	–	0.15%	82
2024 Q2	$299K	Hold	9,630	–	–	0.15%	80
2024 Q1	$307K	Hold	9,630	–	–	0.16%	79
2023 Q4	$260K	Hold	9,630	–	–	0.16%	84
2023 Q3	$238K	Hold	9,630	–	–	0.16%	86
2023 Q2	$248K	Sell	9,630 -305	-3%	-$7.86K	0.17%	82
2023 Q1	$223K	Buy	9,935 +305	+3%	+$6.85K	0.17%	89
2022 Q4	$296K	Hold	9,630	–	–	0.26%	65
2022 Q3	$423K	Hold	9,630	–	–	0.42%	38
2022 Q2	$450K	Hold	9,630	–	–	0.42%	39
2022 Q1	$629K	Hold	9,630	–	–	0.4%	33
2021 Q4	$657K	Hold	9,630	–	–	0.38%	34
2021 Q3	$662K	Hold	9,630	–	–	0.41%	34
2021 Q2	$605K	Hold	9,630	–	–	0.36%	40
2021 Q1	$600K	Hold	9,630	–	–	0.4%	37
2020 Q4	$484K	Hold	9,630	–	–	0.33%	43
2020 Q3	$302K	Hold	9,630	–	–	0.24%	57
2020 Q2	$354K	Hold	9,630	–	–	0.31%	37
2020 Q1	$253K	Hold	9,630	–	–	0.26%	49
2019 Q4	$568K	Hold	9,630	–	–	0.34%	40
2019 Q3	$581K	Hold	9,630	–	–	0.52%	25
2019 Q2	$621K	Hold	9,630	–	–	0.62%	21
2019 Q1	$565K	Hold	9,630	–	–	0.24%	49
2018 Q4	$494K	Sell	9,630 -130	-1%	-$6.67K	0.51%	27
2018 Q3	$660K	Buy	+9,760	New	+$660K	0.62%	23
2018 Q2	–	Sell	-9,760	Closed	-$713K	–	227
2018 Q1	$713K	Hold	9,760	–	–	0.59%	21
2017 Q4	$750K	Buy	+9,760	New	+$750K	0.62%	23