PFM
Phillips Financial Management’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Buy |
21,603
+11
| +0.1% | +$381 | 0.05% | 122 |
|
|
2025
Q1 | $775K | Buy |
21,592
+62
| +0.3% | +$2.23K | 0.06% | 113 |
|
|
2024
Q4 | $683K | Buy |
21,530
+2,040
| +10% | +$64.7K | 0.05% | 117 |
|
|
2024
Q3 | $614K | Buy |
19,490
+877
| +5% | +$27.6K | 0.05% | 127 |
|
|
2024
Q2 | $579K | Buy |
18,613
+15
| +0.1% | +$467 | 0.05% | 131 |
|
|
2024
Q1 | $594K | Sell |
18,598
-400
| -2% | -$12.8K | 0.05% | 126 |
|
|
2023
Q4 | $512K | Buy |
18,998
+1,819
| +11% | +$49.1K | 0.04% | 128 |
|
|
2023
Q3 | $424K | Buy |
17,179
+1,999
| +13% | +$49.4K | 0.04% | 130 |
|
|
2023
Q2 | $391K | Sell |
15,180
-661
| -4% | -$17K | 0.04% | 134 |
|
|
2023
Q1 | $356K | Buy |
15,841
+10
| +0.1% | +$225 | 0.03% | 135 |
|
|
2022
Q4 | $486K | Sell |
15,831
-3,367
| -18% | -$103K | 0.05% | 114 |
|
|
2022
Q3 | $843K | Buy |
19,198
+23
| +0.1% | +$1.01K | 0.09% | 93 |
|
|
2022
Q2 | $897K | Sell |
19,175
-19
| -0.1% | -$889 | 0.1% | 84 |
|
|
2022
Q1 | $1.26M | Hold |
19,194
| – | – | 0.12% | 76 |
|
|
2021
Q4 | $1.31M | Sell |
19,194
-1,684
| -8% | -$115K | 0.13% | 70 |
|
|
2021
Q3 | $1.44M | Buy |
20,878
+1
| +0% | +$69 | 0.15% | 67 |
|
|
2021
Q2 | $1.31M | Sell |
20,877
-942
| -4% | -$59.2K | 0.14% | 69 |
|
|
2021
Q1 | $1.36M | Sell |
21,819
-759
| -3% | -$47.3K | 0.17% | 66 |
|
|
2020
Q4 | $1.14M | Buy |
22,578
+612
| +3% | +$30.8K | 0.16% | 70 |
|
|
2020
Q3 | $688K | Hold |
21,966
| – | – | 0.11% | 74 |
|
|
2020
Q2 | $808K | Sell |
21,966
-25
| -0.1% | -$920 | 0.13% | 70 |
|
|
2020
Q1 | $524K | Buy |
21,991
+3,739
| +20% | +$89.1K | 0.1% | 75 |
|
|
2019
Q4 | $1.08M | Buy |
18,252
+1,342
| +8% | +$79.2K | 0.18% | 63 |
|
|
2019
Q3 | $1.02M | Hold |
16,910
| – | – | 0.18% | 63 |
|
|
2019
Q2 | $1.11M | Hold |
16,910
| – | – | 0.2% | 62 |
|
|
2019
Q1 | $1.05M | Hold |
16,910
| – | – | 0.2% | 63 |
|
|
2018
Q4 | $868K | Buy |
16,910
+1,677
| +11% | +$86.1K | 0.19% | 64 |
|
|
2018
Q3 | $1.04M | Sell |
15,233
-43
| -0.3% | -$2.93K | 0.21% | 56 |
|
|
2018
Q2 | $963K | Sell |
15,276
-1,744
| -10% | -$110K | 0.2% | 57 |
|
|
2018
Q1 | $1.18M | Sell |
17,020
-162
| -0.9% | -$11.2K | 0.26% | 49 |
|
|
2017
Q4 | $1.36M | Buy |
17,182
+62
| +0.4% | +$4.9K | 0.29% | 47 |
|
|
2017
Q3 | $1.26M | Sell |
17,120
-740
| -4% | -$54.4K | 0.28% | 48 |
|
|
2017
Q2 | $1.29M | Buy |
17,860
+1
| +0% | +$72 | 0.3% | 47 |
|
|
2017
Q1 | $1.13M | Sell |
17,859
-421
| -2% | -$26.6K | 0.27% | 51 |
|
|
2016
Q4 | $1.24M | Sell |
18,280
-4,365
| -19% | -$295K | 0.31% | 48 |
|
|
2016
Q3 | $1.11M | Sell |
22,645
-2,260
| -9% | -$110K | 0.29% | 47 |
|
|
2016
Q2 | $1.08M | Sell |
24,905
-10,711
| -30% | -$464K | 0.29% | 46 |
|
|
2016
Q1 | $1.42M | Sell |
35,616
-122
| -0.3% | -$4.86K | 0.39% | 41 |
|
|
2015
Q4 | $1.49M | Sell |
35,738
-687
| -2% | -$28.7K | 0.45% | 38 |
|
|
2015
Q3 | $1.78M | Sell |
36,425
-185
| -0.5% | -$9.02K | 0.52% | 36 |
|
|
2015
Q2 | $2.13M | Sell |
36,610
-15,507
| -30% | -$903K | 0.59% | 32 |
|
|
2015
Q1 | $3M | Sell |
52,117
-1,772
| -3% | -$102K | 0.82% | 30 |
|
|
2014
Q4 | $2.94M | Sell |
53,889
-874
| -2% | -$47.7K | 0.84% | 29 |
|
|
2014
Q3 | $2.69M | Sell |
54,763
-1,077
| -2% | -$52.8K | 0.81% | 30 |
|
|
2014
Q2 | $2.89M | Buy |
55,840
+1,366
| +3% | +$70.8K | 0.86% | 30 |
|
|
2014
Q1 | $2.62M | Sell |
54,474
-6,643
| -11% | -$319K | 0.82% | 30 |
|
|
2013
Q4 | $3.11M | Sell |
61,117
-3,104
| -5% | -$158K | 1.03% | 24 |
|
|
2013
Q3 | $2.77M | Sell |
64,221
-4,779
| -7% | -$206K | 0.98% | 25 |
|
|
2013
Q2 | $2.75M | Buy |
+69,000
| New | +$2.75M | 1% | 23 |
|