Petrus Trust Company’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 | – | Sell |
-16,124
| Closed | -$579K | – | 628 |
|
|
2025
Q1 | $579K | Buy |
16,124
+1,829
| +13% | +$65.7K | 0.05% | 141 |
|
|
2024
Q4 | $453K | Sell |
14,295
-11,989
| -46% | -$380K | 0.04% | 272 |
|
|
2024
Q3 | $828K | Buy |
+26,284
| New | +$828K | 0.08% | 64 |
|
|
2022
Q4 | – | Sell |
-8,440
| Closed | -$371K | – | 522 |
|
|
2022
Q3 | $371K | Buy |
+8,440
| New | +$371K | 0.05% | 46 |
|
|
2018
Q3 | – | Sell |
-4,392
| Closed | -$273K | – | 296 |
|
|
2018
Q2 | $273K | Buy |
+4,392
| New | +$273K | 0.06% | 153 |
|
|
2017
Q2 | – | Sell |
-3,739
| Closed | -$245K | – | 200 |
|
|
2017
Q1 | $245K | Buy |
3,739
+469
| +14% | +$30.7K | 0.06% | 132 |
|
|
2016
Q4 | $217K | Buy |
+3,270
| New | +$217K | 0.05% | 149 |
|