NGA
Naples Global Advisors’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
63,678
+2,976
| +5% | +$103K | 0.19% | 143 |
|
|
2025
Q1 | $2.18M | Sell |
60,702
-1,603
| -3% | -$57.6K | 0.21% | 133 |
|
|
2024
Q4 | $1.98M | Buy |
62,305
+148
| +0.2% | +$4.69K | 0.18% | 143 |
|
|
2024
Q3 | $1.96M | Sell |
62,157
-3,338
| -5% | -$105K | 0.18% | 147 |
|
|
2024
Q2 | $2.04M | Buy |
65,495
+1,550
| +2% | +$48.2K | 0.2% | 134 |
|
|
2024
Q1 | $2.04M | Buy |
63,945
+1,810
| +3% | +$57.8K | 0.21% | 139 |
|
|
2023
Q4 | $1.68M | Buy |
62,135
+3,265
| +6% | +$88.1K | 0.18% | 157 |
|
|
2023
Q3 | $1.45M | Buy |
58,870
+815
| +1% | +$20.1K | 0.18% | 163 |
|
|
2023
Q2 | $1.5M | Sell |
58,055
-1,520
| -3% | -$39.2K | 0.18% | 158 |
|
|
2023
Q1 | $1.34M | Buy |
59,575
+13,482
| +29% | +$303K | 0.17% | 176 |
|
|
2022
Q4 | $1.42M | Buy |
46,093
+9,518
| +26% | +$292K | 0.18% | 173 |
|
|
2022
Q3 | $1.61M | Buy |
36,575
+1,329
| +4% | +$58.4K | 0.22% | 135 |
|
|
2022
Q2 | $1.65M | Buy |
35,246
+3,442
| +11% | +$161K | 0.21% | 140 |
|
|
2022
Q1 | $2.08M | Sell |
31,804
-69
| -0.2% | -$4.51K | 0.24% | 132 |
|
|
2021
Q4 | $2.18M | Sell |
31,873
-594
| -2% | -$40.6K | 0.25% | 120 |
|
|
2021
Q3 | $2.23M | Buy |
32,467
+1,561
| +5% | +$107K | 0.29% | 105 |
|
|
2021
Q2 | $1.94M | Buy |
30,906
+2,132
| +7% | +$134K | 0.27% | 113 |
|
|
2021
Q1 | $1.79M | Buy |
28,774
+133
| +0.5% | +$8.28K | 0.27% | 113 |
|
|
2020
Q4 | $1.44M | Buy |
28,641
+2,490
| +10% | +$125K | 0.24% | 121 |
|
|
2020
Q3 | $819K | Buy |
26,151
+11,934
| +84% | +$374K | 0.16% | 167 |
|
|
2020
Q2 | $523K | Buy |
14,217
+5,337
| +60% | +$196K | 0.11% | 202 |
|
|
2020
Q1 | $234K | Sell |
8,880
-137
| -2% | -$3.61K | 0.06% | 279 |
|
|
2019
Q4 | $532K | Buy |
9,017
+67
| +0.7% | +$3.95K | 0.11% | 218 |
|
|
2019
Q3 | $540K | Buy |
8,950
+850
| +10% | +$51.3K | 0.13% | 208 |
|
|
2019
Q2 | $522K | Buy |
8,100
+1,775
| +28% | +$114K | 0.13% | 207 |
|
|
2019
Q1 | $371K | Sell |
6,325
-450
| -7% | -$26.4K | 0.09% | 230 |
|
|
2018
Q4 | $372K | Sell |
6,775
-1,200
| -15% | -$65.9K | 0.11% | 232 |
|
|
2018
Q3 | $540K | Buy |
+7,975
| New | +$540K | 0.14% | 200 |
|