Intellectus 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 | $478K | Sell |
13,826
-383
| -3% | -$13.3K | 0.1% | 200 |
|
|
2025
Q1 | $510K | Sell |
14,209
-771
| -5% | -$27.7K | 0.13% | 183 |
|
|
2024
Q4 | $475K | Sell |
14,980
-11,074
| -43% | -$351K | 0.11% | 194 |
|
|
2024
Q3 | $821K | Sell |
26,054
-325
| -1% | -$10.2K | 0.21% | 139 |
|
|
2024
Q2 | $820K | Sell |
26,379
-2,719
| -9% | -$84.6K | 0.22% | 125 |
|
|
2024
Q1 | $929K | Buy |
29,098
+29
| +0.1% | +$926 | 0.24% | 121 |
|
|
2023
Q4 | $784K | Sell |
29,069
-261
| -0.9% | -$7.04K | 0.23% | 124 |
|
|
2023
Q3 | $724K | Buy |
29,330
+29
| +0.1% | +$716 | 0.23% | 124 |
|
|
2023
Q2 | $755K | Sell |
29,301
-2,269
| -7% | -$58.5K | 0.23% | 130 |
|
|
2023
Q1 | $709K | Sell |
31,570
-423
| -1% | -$9.51K | 0.22% | 131 |
|
|
2022
Q4 | $983K | Sell |
31,993
-578
| -2% | -$17.8K | 0.34% | 86 |
|
|
2022
Q3 | $1.43M | Buy |
32,571
+1,170
| +4% | +$51.4K | 0.51% | 55 |
|
|
2022
Q2 | $1.47M | Buy |
31,401
+12,015
| +62% | +$562K | 0.5% | 58 |
|
|
2022
Q1 | $1.27M | Sell |
19,386
-788
| -4% | -$51.5K | 0.38% | 72 |
|
|
2021
Q4 | $1.38M | Sell |
20,174
-4,390
| -18% | -$300K | 0.35% | 73 |
|
|
2021
Q3 | $1.69M | Buy |
24,564
+12
| +0% | +$825 | 0.41% | 64 |
|
|
2021
Q2 | $1.54M | Buy |
24,552
+6,810
| +38% | +$428K | 0.35% | 72 |
|
|
2021
Q1 | $1.11M | Buy |
+17,742
| New | +$1.11M | 0.3% | 96 |
|
|
2019
Q2 | – | Sell |
-92
| Closed | -$5K | – | 316 |
|
|
2019
Q1 | $5K | Hold |
92
| – | – | ﹤0.01% | 400 |
|
|
2018
Q4 | $5K | Hold |
92
| – | – | ﹤0.01% | 237 |
|
|
2018
Q3 | $6K | Hold |
92
| – | – | ﹤0.01% | 498 |
|
|
2018
Q2 | $6K | Hold |
92
| – | – | ﹤0.01% | 520 |
|
|
2018
Q1 | $7K | Hold |
92
| – | – | ﹤0.01% | 502 |
|
|
2017
Q4 | $7K | Hold |
92
| – | – | ﹤0.01% | 503 |
|
|
2017
Q3 | $7K | Hold |
92
| – | – | ﹤0.01% | 645 |
|
|
2017
Q2 | $6K | Hold |
92
| – | – | ﹤0.01% | 638 |
|
|
2017
Q1 | $6K | Hold |
92
| – | – | ﹤0.01% | 571 |
|
|
2016
Q4 | $6K | Buy |
+92
| New | +$6K | ﹤0.01% | 568 |
|