Pathstone Holdings’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
$1.6M Sell
46,228
-4,207
-8% -$146K 0.01% 1126
2025
Q1
$1.81M Sell
50,435
-515
-1% -$18.5K 0.01% 1036
2024
Q4
$1.62M Sell
50,950
-4,799
-9% -$152K 0.01% 1093
2024
Q3
$1.76M Sell
55,749
-6,788
-11% -$214K 0.01% 1047
2024
Q2
$1.94M Buy
62,537
+653
+1% +$20.3K 0.01% 929
2024
Q1
$1.98M Buy
61,884
+8,638
+16% +$276K 0.01% 904
2023
Q4
$1.44M Buy
+53,246
New +$1.44M 0.01% 876