Kovitz Investment Group 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	$2.97M	Buy	85,848 +57,959	+208%	+$2.01M	0.01%	539
2025 Q1	$1M	Buy	27,889 +1,469	+6%	+$52.8K	0.01%	734
2024 Q4	$838K	Sell	26,420 -920	-3%	-$29.2K	﹤0.01%	755
2024 Q3	$792K	Buy	+27,340	New	+$792K	0.01%	675