Kestra Private Wealth Services’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 | $313K | Buy |
9,045
+794
| +10% | +$27.5K | ﹤0.01% | 1255 |
|
|
2025
Q1 | $296K | Buy |
8,251
+741
| +10% | +$26.6K | ﹤0.01% | 1206 |
|
|
2024
Q4 | $238K | Buy |
+7,510
| New | +$238K | ﹤0.01% | 1230 |
|
|
2024
Q3 | – | Sell |
-7,885
| Closed | -$245K | – | 1418 |
|
|
2024
Q2 | $245K | Sell |
7,885
-3,367
| -30% | -$105K | ﹤0.01% | 1129 |
|
|
2024
Q1 | $359K | Sell |
11,252
-869
| -7% | -$27.7K | 0.01% | 939 |
|
|
2023
Q4 | $327K | Sell |
12,121
-3,338
| -22% | -$90K | 0.01% | 907 |
|
|
2023
Q3 | $382K | Buy |
15,459
+2,206
| +17% | +$54.5K | 0.01% | 762 |
|
|
2023
Q2 | $341K | Buy |
+13,253
| New | +$341K | 0.01% | 774 |
|
|
2022
Q1 | – | Sell |
-9,348
| Closed | -$638K | – | 1033 |
|
|
2021
Q4 | $638K | Sell |
9,348
-822
| -8% | -$56.1K | 0.03% | 515 |
|
|
2021
Q3 | $699K | Buy |
+10,170
| New | +$699K | 0.04% | 457 |
|