Independent Advisor Alliance’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 | $765K | Sell |
22,096
-203
| -0.9% | -$7.02K | 0.02% | 469 |
|
|
2025
Q1 | $801K | Buy |
22,299
+1,245
| +6% | +$44.7K | 0.03% | 413 |
|
|
2024
Q4 | $668K | Buy |
21,054
+102
| +0.5% | +$3.23K | 0.01% | 850 |
|
|
2024
Q3 | $660K | Sell |
20,952
-21,786
| -51% | -$686K | 0.02% | 402 |
|
|
2024
Q2 | $1.33M | Buy |
42,738
+24,694
| +137% | +$768K | 0.05% | 279 |
|
|
2024
Q1 | $576K | Buy |
18,044
+5,797
| +47% | +$185K | 0.02% | 422 |
|
|
2023
Q4 | $330K | Buy |
+12,247
| New | +$330K | 0.01% | 528 |
|
|
2023
Q3 | – | Sell |
-7,898
| Closed | -$203K | – | 680 |
|
|
2023
Q2 | $203K | Buy |
+7,898
| New | +$203K | 0.01% | 618 |
|
|
2023
Q1 | – | Sell |
-10,329
| Closed | -$317 | – | 687 |
|
|
2022
Q4 | $317 | Buy |
10,329
+1,200
| +13% | +$37 | ﹤0.01% | 363 |
|
|
2022
Q3 | $401K | Buy |
9,129
+2,233
| +32% | +$98.1K | 0.02% | 419 |
|
|
2022
Q2 | $323K | Sell |
6,896
-62
| -0.9% | -$2.9K | 0.02% | 468 |
|
|
2022
Q1 | $455K | Buy |
6,958
+341
| +5% | +$22.3K | 0.02% | 415 |
|
|
2021
Q4 | $452K | Sell |
6,617
-2,968
| -31% | -$203K | 0.02% | 418 |
|
|
2021
Q3 | $659K | Buy |
9,585
+261
| +3% | +$17.9K | 0.04% | 323 |
|
|
2021
Q2 | $586K | Buy |
9,324
+250
| +3% | +$15.7K | 0.03% | 354 |
|
|
2021
Q1 | $565K | Sell |
9,074
-499
| -5% | -$31.1K | 0.03% | 340 |
|
|
2020
Q4 | $482K | Sell |
9,573
-499
| -5% | -$25.1K | 0.03% | 352 |
|
|
2020
Q3 | $316K | Sell |
10,072
-299
| -3% | -$9.38K | 0.02% | 378 |
|
|
2020
Q2 | $382K | Buy |
10,371
+215
| +2% | +$7.92K | 0.04% | 322 |
|
|
2020
Q1 | $267K | Sell |
10,156
-79
| -0.8% | -$2.08K | 0.04% | 301 |
|
|
2019
Q4 | $604K | Sell |
10,235
-820
| -7% | -$48.4K | 0.03% | 488 |
|
|
2019
Q3 | $667K | Buy |
11,055
+50
| +0.5% | +$3.02K | 0.08% | 209 |
|
|
2019
Q2 | $709K | Sell |
11,005
-220
| -2% | -$14.2K | 0.1% | 180 |
|
|
2019
Q1 | $659K | Sell |
11,225
-1,107
| -9% | -$65K | 0.09% | 192 |
|
|
2018
Q4 | $633K | Buy |
12,332
+3,905
| +46% | +$200K | 0.11% | 167 |
|
|
2018
Q3 | $496K | Sell |
8,427
-4,779
| -36% | -$281K | 0.09% | 185 |
|
|
2018
Q2 | $747K | Buy |
13,206
+1,284
| +11% | +$72.6K | 0.16% | 145 |
|
|
2018
Q1 | $846K | Buy |
11,922
+2,280
| +24% | +$162K | 0.19% | 128 |
|
|
2017
Q4 | $761K | Sell |
9,642
-1,996
| -17% | -$158K | 0.17% | 140 |
|
|
2017
Q3 | $869K | Buy |
11,638
+477
| +4% | +$35.6K | 0.24% | 105 |
|
|
2017
Q2 | $788K | Buy |
11,161
+4,391
| +65% | +$310K | 0.25% | 101 |
|
|
2017
Q1 | $437K | Buy |
6,770
+5
| +0.1% | +$323 | 0.07% | 243 |
|
|
2016
Q4 | $453K | Buy |
+6,765
| New | +$453K | 0.19% | 116 |
|