JFS Wealth Advisors’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 | $3.25K | Sell |
94
-22
| -19% | -$761 | ﹤0.01% | 1242 |
|
|
2025
Q1 | $4.17K | Buy |
116
+15
| +15% | +$539 | ﹤0.01% | 1190 |
|
|
2024
Q4 | $3.2K | Buy |
101
+11
| +12% | +$349 | ﹤0.01% | 1293 |
|
|
2024
Q3 | $2.84K | Buy |
90
+12
| +15% | +$378 | ﹤0.01% | 1342 |
|
|
2024
Q2 | $2.43K | Sell |
78
-2
| -3% | -$62 | ﹤0.01% | 1360 |
|
|
2024
Q1 | $2.56K | Buy |
80
+2
| +3% | +$64 | ﹤0.01% | 1353 |
|
|
2023
Q4 | $2.1K | Buy |
78
+21
| +37% | +$566 | ﹤0.01% | 1408 |
|
|
2023
Q3 | $1.41K | Sell |
57
-8
| -12% | -$198 | ﹤0.01% | 1491 |
|
|
2023
Q2 | $1.68K | Sell |
65
-19
| -23% | -$490 | ﹤0.01% | 1448 |
|
|
2023
Q1 | $1.89K | Buy |
84
+24
| +40% | +$539 | ﹤0.01% | 1392 |
|
|
2022
Q4 | $1.84K | Sell |
60
-53
| -47% | -$1.63K | ﹤0.01% | 1401 |
|
|
2022
Q3 | $5K | Buy |
113
+101
| +842% | +$4.47K | ﹤0.01% | 985 |
|
|
2022
Q2 | $1K | Sell |
12
-79
| -87% | -$6.58K | ﹤0.01% | 1573 |
|
|
2022
Q1 | $6K | Buy |
91
+57
| +168% | +$3.76K | ﹤0.01% | 983 |
|
|
2021
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 1103 |
|
|
2016
Q4 | – | Sell |
-240
| Closed | -$11K | – | 471 |
|
|
2016
Q3 | $11K | Hold |
240
| – | – | ﹤0.01% | 376 |
|
|
2016
Q2 | $9K | Hold |
240
| – | – | ﹤0.01% | 396 |
|
|
2016
Q1 | $9K | Hold |
240
| – | – | ﹤0.01% | 406 |
|
|
2015
Q4 | $12K | Hold |
240
| – | – | ﹤0.01% | 375 |
|
|
2015
Q3 | $11K | Hold |
240
| – | – | ﹤0.01% | 330 |
|
|
2015
Q2 | $14K | Hold |
240
| – | – | 0.01% | 324 |
|
|
2015
Q1 | $14K | Hold |
240
| – | – | 0.01% | 323 |
|
|
2014
Q4 | $14K | Hold |
240
| – | – | ﹤0.01% | 332 |
|
|
2014
Q3 | $13K | Hold |
240
| – | – | ﹤0.01% | 310 |
|
|
2014
Q2 | $12K | Buy |
+240
| New | +$12K | ﹤0.01% | 313 |
|