LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.2K | Hold |
1,653
| – | – | ﹤0.01% | 385 |
|
|
2025
Q1 | $51K | Hold |
1,653
| – | – | ﹤0.01% | 381 |
|
|
2024
Q4 | $56K | Hold |
1,653
| – | – | ﹤0.01% | 381 |
|
|
2024
Q3 | $54.2K | Sell |
1,653
-600
| -27% | -$19.7K | ﹤0.01% | 381 |
|
|
2024
Q2 | $73.9K | Hold |
2,253
| – | – | ﹤0.01% | 362 |
|
|
2024
Q1 | $63.7K | Hold |
2,253
| – | – | ﹤0.01% | 374 |
|
|
2023
Q4 | $61.8K | Hold |
2,253
| – | – | ﹤0.01% | 385 |
|
|
2023
Q3 | $52.1K | Hold |
2,253
| – | – | ﹤0.01% | 414 |
|
|
2023
Q2 | $58K | Hold |
2,253
| – | – | ﹤0.01% | 413 |
|
|
2023
Q1 | $50.6K | Hold |
2,253
| – | – | ﹤0.01% | 404 |
|
|
2022
Q4 | $69.2K | Hold |
2,253
| – | – | ﹤0.01% | 373 |
|
|
2022
Q3 | $99K | Hold |
2,253
| – | – | ﹤0.01% | 351 |
|
|
2022
Q2 | $105K | Hold |
2,253
| – | – | ﹤0.01% | 355 |
|
|
2022
Q1 | $147K | Sell |
2,253
-300
| -12% | -$19.6K | ﹤0.01% | 333 |
|
|
2021
Q4 | $174K | Sell |
2,553
-100
| -4% | -$6.82K | ﹤0.01% | 328 |
|
|
2021
Q3 | $182K | Sell |
2,653
-103
| -4% | -$7.07K | ﹤0.01% | 321 |
|
|
2021
Q2 | $173K | Buy |
+2,756
| New | +$173K | ﹤0.01% | 337 |
|
|
2021
Q1 | – | Sell |
-3,153
| Closed | -$159K | – | 534 |
|
|
2020
Q4 | $159K | Buy |
3,153
+1,200
| +61% | +$60.5K | ﹤0.01% | 298 |
|
|
2020
Q3 | $61K | Hold |
1,953
| – | – | ﹤0.01% | 375 |
|
|
2020
Q2 | $72K | Hold |
1,953
| – | – | ﹤0.01% | 347 |
|
|
2020
Q1 | $51K | Buy |
1,953
+400
| +26% | +$10.4K | ﹤0.01% | 373 |
|
|
2019
Q4 | $92K | Hold |
1,553
| – | – | ﹤0.01% | 356 |
|
|
2019
Q3 | $94K | Hold |
1,553
| – | – | ﹤0.01% | 348 |
|
|
2019
Q2 | $100K | Hold |
1,553
| – | – | ﹤0.01% | 335 |
|
|
2019
Q1 | $91K | Hold |
1,553
| – | – | ﹤0.01% | 331 |
|
|
2018
Q4 | $80K | Hold |
1,553
| – | – | ﹤0.01% | 346 |
|
|
2018
Q3 | $105K | Hold |
1,553
| – | – | ﹤0.01% | 344 |
|
|
2018
Q2 | $97K | Sell |
1,553
-7
| -0.4% | -$437 | ﹤0.01% | 357 |
|
|
2018
Q1 | $114K | Hold |
1,560
| – | – | ﹤0.01% | 351 |
|
|
2017
Q4 | $120K | Sell |
1,560
-500
| -24% | -$38.5K | ﹤0.01% | 346 |
|
|
2017
Q3 | $151K | Sell |
2,060
-1,993
| -49% | -$146K | ﹤0.01% | 307 |
|
|
2017
Q2 | $296K | Hold |
4,053
| – | – | 0.01% | 237 |
|
|
2017
Q1 | $265K | Hold |
4,053
| – | – | 0.01% | 246 |
|
|
2016
Q4 | $269K | Buy |
4,053
+2,500
| +161% | +$166K | 0.01% | 239 |
|
|
2016
Q3 | $73K | Hold |
1,553
| – | – | ﹤0.01% | 363 |
|
|
2016
Q2 | $60K | Hold |
1,553
| – | – | ﹤0.01% | 378 |
|
|
2016
Q1 | $61K | Hold |
1,553
| – | – | ﹤0.01% | 368 |
|
|
2015
Q4 | $78K | Sell |
1,553
-1,900
| -55% | -$95.4K | ﹤0.01% | 366 |
|
|
2015
Q3 | $204K | Hold |
3,453
| – | – | 0.01% | 270 |
|
|
2015
Q2 | $204K | Hold |
3,453
| – | – | 0.01% | 270 |
|
|
2015
Q1 | $198K | Hold |
3,453
| – | – | 0.01% | 286 |
|
|
2014
Q4 | $199K | Sell |
3,453
-1,186
| -26% | -$68.4K | 0.01% | 274 |
|
|
2014
Q3 | $249K | Hold |
4,639
| – | – | 0.01% | 244 |
|
|
2014
Q2 | $239K | Sell |
4,639
-618
| -12% | -$31.8K | 0.01% | 251 |
|
|
2014
Q1 | $266K | Hold |
5,257
| – | – | 0.01% | 241 |
|
|
2013
Q4 | $271K | Buy |
5,257
+3,118
| +146% | +$161K | 0.01% | 233 |
|
|
2013
Q3 | $90K | Hold |
2,139
| – | – | ﹤0.01% | 320 |
|
|
2013
Q2 | $78K | Buy |
+2,139
| New | +$78K | ﹤0.01% | 347 |
|