Jaffetilchin Investment 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 | $2.49M | Sell |
71,883
-1,254
| -2% | -$43.4K | 0.16% | 98 |
|
2025
Q1 | $2.63M | Sell |
73,137
-22,670
| -24% | -$814K | 0.19% | 92 |
|
2024
Q4 | $3.04M | Buy |
+95,807
| New | +$3.04M | 0.22% | 76 |
|
2024
Q3 | – | Sell |
-20,241
| Closed | -$629K | – | 1354 |
|
2024
Q2 | $629K | Buy |
20,241
+984
| +5% | +$30.6K | 0.05% | 190 |
|
2024
Q1 | $615K | Buy |
+19,257
| New | +$615K | 0.06% | 186 |
|
2023
Q4 | – | Sell |
-15,384
| Closed | -$380K | – | 366 |
|
2023
Q3 | $380K | Sell |
15,384
-3,809
| -20% | -$94K | 0.04% | 239 |
|
2023
Q2 | $494K | Buy |
+19,193
| New | +$494K | 0.05% | 203 |
|
2021
Q3 | – | Sell |
-17,759
| Closed | -$893K | – | 389 |
|
2021
Q2 | $893K | Buy |
17,759
+14,024
| +375% | +$705K | 0.06% | 184 |
|
2021
Q1 | $233K | Sell |
3,735
-14,024
| -79% | -$875K | 0.03% | 312 |
|
2020
Q4 | $893K | Buy |
+17,759
| New | +$893K | 0.13% | 116 |
|
2017
Q4 | – | Sell |
-3,089
| Closed | -$227K | – | 270 |
|
2017
Q3 | $227K | Buy |
3,089
+60
| +2% | +$4.41K | 0.05% | 263 |
|
2017
Q2 | $205K | Sell |
3,029
-5,187
| -63% | -$351K | 0.07% | 210 |
|
2017
Q1 | $538K | Hold |
8,216
| – | – | 0.14% | 127 |
|
2016
Q4 | $544K | Buy |
+8,216
| New | +$544K | 0.16% | 108 |
|
2015
Q2 | – | Sell |
-16,183
| Closed | -$930K | – | 228 |
|
2015
Q1 | $930K | Buy |
16,183
+10,262
| +173% | +$590K | 0.28% | 56 |
|
2014
Q4 | $341K | Buy |
5,921
+1,790
| +43% | +$103K | 0.11% | 141 |
|
2014
Q3 | $221K | Sell |
4,131
-2,225
| -35% | -$119K | 0.08% | 179 |
|
2014
Q2 | $327K | Buy |
6,356
+2,265
| +55% | +$117K | 0.12% | 163 |
|
2014
Q1 | $207K | Sell |
4,091
-6,295
| -61% | -$319K | 0.08% | 178 |
|
2013
Q4 | $536K | Buy |
10,386
+132
| +1% | +$6.81K | 0.26% | 82 |
|
2013
Q3 | $431K | Buy |
+10,254
| New | +$431K | 0.25% | 85 |
|