Laird Norton Wetherby Wealth Management’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $235K | Sell |
5,827
-64
| -1% | -$2.48K | 0.01% | 830 |
|
|
2025
Q2 | $204K | Buy |
+5,891
| New | +$193K | 0.01% | 869 |
|
|
2024
Q4 | $218K | Sell |
6,888
-963
| -12% | -$32.1K | 0.01% | 812 |
|
|
2024
Q3 | $247K | Sell |
7,851
-167
| -2% | -$5.21K | 0.01% | 795 |
|
|
2024
Q2 | $249K | Sell |
8,018
-373
| -4% | -$11.3K | 0.01% | 769 |
|
|
2024
Q1 | $268K | Sell |
8,391
-85
| -1% | -$2.35K | 0.01% | 774 |
|
|
2023
Q4 | $229K | Sell |
8,476
-3,134
| -27% | -$75.3K | 0.01% | 816 |
|
|
2023
Q3 | $287K | Buy |
11,610
+344
| +3% | +$9K | 0.02% | 697 |
|
|
2023
Q2 | $290K | Buy |
+11,266
| New | +$247K | 0.02% | 727 |
|
|
2023
Q1 | – | Sell |
-9,191
| Closed | -$282K | – | 936 |
|
|
2022
Q4 | $282K | Sell |
9,191
-863
| -9% | -$34.3K | 0.02% | 707 |
|
|
2022
Q3 | $441K | Sell |
10,054
-67
| -0.7% | -$3.23K | 0.03% | 537 |
|
|
2022
Q2 | $473K | Sell |
10,121
-510
| -5% | -$29.1K | 0.03% | 531 |
|
|
2022
Q1 | $695K | Buy |
10,631
+65
| +0.6% | +$4.44K | 0.04% | 414 |
|
|
2021
Q4 | $721K | Buy |
10,566
+106
| +1% | +$7.48K | 0.04% | 401 |
|
|
2021
Q3 | $719K | Buy |
10,460
+184
| +2% | +$12K | 0.04% | 385 |
|
|
2021
Q2 | $646K | Buy |
10,276
+201
| +2% | +$13.3K | 0.04% | 420 |
|
|
2021
Q1 | $627K | Sell |
10,075
-188
| -2% | -$10.4K | 0.05% | 374 |
|
|
2020
Q4 | $516K | Sell |
10,263
-1,427
| -12% | -$60.7K | 0.04% | 452 |
|
|
2020
Q3 | $366K | Sell |
11,690
-167
| -1% | -$5.96K | 0.03% | 465 |
|
|
2020
Q2 | $436K | Buy |
11,857
+4,221
| +55% | +$149K | 0.04% | 392 |
|
|
2020
Q1 | $201K | Buy |
7,636
+1,018
| +15% | +$48.3K | 0.02% | 576 |
|
|
2019
Q4 | $391K | Sell |
6,618
-103
| -2% | -$6.06K | 0.04% | 465 |
|
|
2019
Q3 | $406K | Sell |
6,721
-32
| -0.5% | -$1.91K | 0.04% | 459 |
|
|
2019
Q2 | $435K | Buy |
6,753
+60
| +0.9% | +$3.83K | 0.05% | 430 |
|
|
2019
Q1 | $393K | Sell |
6,693
-111
| -2% | -$6.57K | 0.05% | 430 |
|
|
2018
Q4 | $349K | Buy |
6,804
+189
| +3% | +$11.5K | 0.05% | 416 |
|
|
2018
Q3 | $448K | Buy |
6,615
+161
| +2% | +$10.6K | 0.06% | 391 |
|
|
2018
Q2 | $402K | Buy |
6,454
+4
| +0.1% | +$274 | 0.05% | 397 |
|
|
2018
Q1 | $471K | Buy |
6,450
+67
| +1% | +$5.26K | 0.07% | 358 |
|
|
2017
Q4 | $490K | Sell |
6,383
-209
| -3% | -$15.8K | 0.07% | 352 |
|
|
2017
Q3 | $484K | Buy |
6,592
+14
| +0.2% | +$988 | 0.07% | 340 |
|
|
2017
Q2 | $445K | Sell |
6,578
-201
| -3% | -$13.3K | 0.08% | 324 |
|
|
2017
Q1 | $443K | Buy |
6,779
+137
| +2% | +$9.37K | 0.08% | 318 |
|
|
2016
Q4 | $440K | Sell |
6,642
-75
| -1% | -$4.36K | 0.09% | 305 |
|
|
2016
Q3 | $316K | Buy |
6,717
+54
| +0.8% | +$2.42K | 0.06% | 371 |
|
|
2016
Q2 | $259K | Buy |
6,663
+411
| +7% | +$17.4K | 0.06% | 397 |
|
|
2016
Q1 | $245K | Buy |
6,252
+290
| +5% | +$11.3K | 0.06% | 382 |
|
|
2015
Q4 | $300K | Buy |
5,962
+195
| +3% | +$10.2K | 0.07% | 321 |
|
|
2015
Q3 | $274K | Buy |
5,767
+203
| +4% | +$10.9K | 0.07% | 330 |
|
|
2015
Q2 | $330K | Buy |
5,564
+68
| +1% | +$3.98K | 0.08% | 295 |
|
|
2015
Q1 | $316K | Buy |
5,496
+163
| +3% | +$9.1K | 0.08% | 306 |
|
|
2014
Q4 | $308K | Buy |
5,333
+323
| +6% | +$17.6K | 0.08% | 298 |
|
|
2014
Q3 | $268K | Buy |
5,010
+91
| +2% | +$4.84K | 0.07% | 326 |
|
|
2014
Q2 | $253K | Sell |
4,919
-121
| -2% | -$5.98K | 0.07% | 340 |
|
|
2014
Q1 | $255K | Buy |
5,040
+242
| +5% | +$12.2K | 0.07% | 326 |
|
|
2013
Q4 | $248K | Sell |
4,798
-239
| -5% | -$11.4K | 0.07% | 341 |
|
|
2013
Q3 | $211K | Buy |
+5,037
| New | +$213K | 0.07% | 363 |
|
Other funds holding LNC
