Mount Yale Investment Advisors’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
$4.53K Buy
+131
New +$4.53K ﹤0.01% 1242
2018
Q4
Sell
-100
Closed -$7K 562
2018
Q3
$7K Buy
+100
New +$7K ﹤0.01% 870