OneDigital 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 | $365K | Buy |
10,542
+47
| +0.4% | +$1.63K | ﹤0.01% | 1047 |
|
|
2025
Q1 | $377K | Sell |
10,495
-17
| -0.2% | -$610 | ﹤0.01% | 978 |
|
|
2024
Q4 | $333K | Sell |
10,512
-806
| -7% | -$25.6K | ﹤0.01% | 1078 |
|
|
2024
Q3 | $357K | Buy |
11,318
+3,972
| +54% | +$125K | ﹤0.01% | 1080 |
|
|
2024
Q2 | $228K | Buy |
7,346
+773
| +12% | +$24K | ﹤0.01% | 1235 |
|
|
2024
Q1 | $210K | Buy |
+6,573
| New | +$210K | ﹤0.01% | 1027 |
|
|
2022
Q1 | – | Sell |
-3,005
| Closed | -$205K | – | 788 |
|
|
2021
Q4 | $205K | Buy |
+3,005
| New | +$205K | 0.01% | 711 |
|
|
2019
Q3 | – | Sell |
-839
| Closed | -$54K | – | 864 |
|
|
2019
Q2 | $54K | Sell |
839
-300
| -26% | -$19.3K | ﹤0.01% | 557 |
|
|
2019
Q1 | $67K | Hold |
1,139
| – | – | 0.01% | 442 |
|
|
2018
Q4 | $58K | Sell |
1,139
-961
| -46% | -$48.9K | 0.01% | 431 |
|
|
2018
Q3 | $142K | Buy |
2,100
+50
| +2% | +$3.38K | 0.03% | 233 |
|
|
2018
Q2 | $127K | Buy |
2,050
+250
| +14% | +$15.5K | 0.03% | 300 |
|
|
2018
Q1 | $131K | Hold |
1,800
| – | – | 0.03% | 295 |
|
|
2017
Q4 | $138K | Buy |
1,800
+1,000
| +125% | +$76.7K | 0.02% | 285 |
|
|
2017
Q3 | $59K | Sell |
800
-1,000
| -56% | -$73.8K | 0.02% | 348 |
|
|
2017
Q2 | $122K | Buy |
+1,800
| New | +$122K | 0.04% | 275 |
|