Jones Financial Companies’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 | $1.21M | Buy |
34,963
+5,795
| +20% | +$200K | ﹤0.01% | 938 |
|
|
2025
Q1 | $1.04M | Buy |
29,168
+1,924
| +7% | +$68.6K | ﹤0.01% | 843 |
|
|
2024
Q4 | $864K | Buy |
27,244
+13,141
| +93% | +$417K | ﹤0.01% | 794 |
|
|
2024
Q3 | $443K | Buy |
14,103
+4,415
| +46% | +$139K | ﹤0.01% | 867 |
|
|
2024
Q2 | $301K | Buy |
9,688
+9,488
| +4,744% | +$295K | ﹤0.01% | 699 |
|
|
2024
Q1 | $6.39K | Sell |
200
-200
| -50% | -$6.39K | ﹤0.01% | 1137 |
|
|
2023
Q4 | $10.8K | Hold |
400
| – | – | ﹤0.01% | 670 |
|
|
2023
Q3 | $9.88K | Hold |
400
| – | – | ﹤0.01% | 480 |
|
|
2023
Q2 | $10.3K | Hold |
400
| – | – | ﹤0.01% | 462 |
|
|
2023
Q1 | $8.99K | Sell |
400
-68
| -15% | -$1.53K | ﹤0.01% | 482 |
|
|
2022
Q4 | $14K | Sell |
468
-68
| -13% | -$2.03K | ﹤0.01% | 451 |
|
|
2022
Q3 | $24K | Hold |
536
| – | – | ﹤0.01% | 361 |
|
|
2022
Q2 | $25K | Buy |
536
+400
| +294% | +$18.7K | ﹤0.01% | 378 |
|
|
2022
Q1 | $9K | Hold |
136
| – | – | ﹤0.01% | 519 |
|
|
2021
Q4 | $9K | Buy |
+136
| New | +$9K | ﹤0.01% | 566 |
|
|
2021
Q2 | – | Sell |
-92
| Closed | -$6K | – | 724 |
|
|
2021
Q1 | $6K | Buy |
92
+29
| +46% | +$1.89K | ﹤0.01% | 602 |
|
|
2020
Q4 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 560 |
|