M Holdings Securities’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 | – | Sell |
-29,301
| Closed | -$1.05M | – | 192 |
|
|
2025
Q1 | $1.05M | Buy |
29,301
+233
| +0.8% | +$8.37K | 0.18% | 87 |
|
|
2024
Q4 | $922K | Buy |
+29,068
| New | +$922K | 0.15% | 91 |
|
|
2024
Q2 | – | Sell |
-29,352
| Closed | -$937K | – | 335 |
|
|
2024
Q1 | $937K | Sell |
29,352
-1,101
| -4% | -$35.1K | 0.16% | 83 |
|
|
2023
Q4 | $821K | Buy |
30,453
+45
| +0.1% | +$1.21K | 0.09% | 126 |
|
|
2023
Q3 | $751K | Buy |
+30,408
| New | +$751K | 0.1% | 136 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 313 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 413 |
|