MAI Capital Management’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
$90.5K Buy
2,616
+315
+14% +$10.9K ﹤0.01% 1460
2025
Q1
$82.6K Buy
2,301
+352
+18% +$12.6K ﹤0.01% 1416
2024
Q4
$61.8K Buy
+1,949
New +$61.8K ﹤0.01% 1568
2023
Q1
Sell
-8,436
Closed -$259K 1051
2022
Q4
$259K Buy
8,436
+241
+3% +$7.4K ﹤0.01% 797
2022
Q3
$360K Sell
8,195
-550
-6% -$24.2K 0.01% 631
2022
Q2
$409K Sell
8,745
-58
-0.7% -$2.71K 0.01% 575
2022
Q1
$575K Sell
8,803
-104
-1% -$6.79K 0.01% 504
2021
Q4
$608K Buy
8,907
+13
+0.1% +$887 0.01% 497
2021
Q3
$611K Sell
8,894
-383
-4% -$26.3K 0.01% 451
2021
Q2
$583K Buy
+9,277
New +$583K 0.01% 459