Plancorp LLC’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 | $287K | Sell |
8,283
-2
| -0% | -$69 | 0.01% | 302 |
|
|
2025
Q1 | $298K | Buy |
8,285
+38
| +0.5% | +$1.37K | 0.01% | 280 |
|
|
2024
Q4 | $262K | Buy |
8,247
+11
| +0.1% | +$349 | 0.01% | 268 |
|
|
2024
Q3 | $260K | Buy |
8,236
+6
| +0.1% | +$189 | 0.01% | 270 |
|
|
2024
Q2 | $256K | Buy |
8,230
+10
| +0.1% | +$311 | 0.01% | 257 |
|
|
2024
Q1 | $262K | Buy |
8,220
+123
| +2% | +$3.93K | 0.01% | 255 |
|
|
2023
Q4 | $218K | Sell |
8,097
-34
| -0.4% | -$917 | 0.01% | 258 |
|
|
2023
Q3 | $201K | Buy |
8,131
+16
| +0.2% | +$395 | 0.01% | 252 |
|
|
2023
Q2 | $209K | Buy |
+8,115
| New | +$209K | 0.01% | 233 |
|
|
2023
Q1 | – | Sell |
-7,837
| Closed | -$241K | – | 256 |
|
|
2022
Q4 | $241K | Sell |
7,837
-231
| -3% | -$7.1K | 0.01% | 212 |
|
|
2022
Q3 | $354K | Buy |
8,068
+119
| +1% | +$5.22K | 0.02% | 166 |
|
|
2022
Q2 | $372K | Sell |
7,949
-57
| -0.7% | -$2.67K | 0.02% | 162 |
|
|
2022
Q1 | $523K | Sell |
8,006
-38
| -0.5% | -$2.48K | 0.03% | 147 |
|
|
2021
Q4 | $549K | Buy |
8,044
+61
| +0.8% | +$4.16K | 0.03% | 142 |
|
|
2021
Q3 | $549K | Buy |
7,983
+35
| +0.4% | +$2.41K | 0.04% | 129 |
|
|
2021
Q2 | $499K | Hold |
7,948
| – | – | 0.04% | 131 |
|
|
2021
Q1 | $495K | Hold |
7,948
| – | – | 0.11% | 122 |
|
|
2020
Q4 | $400K | Sell |
7,948
-488
| -6% | -$24.6K | 0.1% | 130 |
|
|
2020
Q3 | $264K | Hold |
8,436
| – | – | 0.08% | 147 |
|
|
2020
Q2 | $310K | Buy |
8,436
+161
| +2% | +$5.92K | 0.09% | 129 |
|
|
2020
Q1 | $218K | Hold |
8,275
| – | – | 0.08% | 152 |
|
|
2019
Q4 | $488K | Hold |
8,275
| – | – | 0.15% | 111 |
|
|
2019
Q3 | $499K | Sell |
8,275
-94
| -1% | -$5.67K | 0.19% | 86 |
|
|
2019
Q2 | $539K | Hold |
8,369
| – | – | 0.21% | 86 |
|
|
2019
Q1 | $491K | Buy |
8,369
+94
| +1% | +$5.52K | 0.19% | 95 |
|
|
2018
Q4 | $425K | Hold |
8,275
| – | – | 0.19% | 93 |
|
|
2018
Q3 | $560K | Hold |
8,275
| – | – | 0.22% | 91 |
|
|
2018
Q2 | $515K | Sell |
8,275
-850
| -9% | -$52.9K | 0.21% | 94 |
|
|
2018
Q1 | $666K | Hold |
9,125
| – | – | 0.21% | 79 |
|
|
2017
Q4 | $702K | Sell |
9,125
-365
| -4% | -$28.1K | 0.23% | 77 |
|
|
2017
Q3 | $696K | Hold |
9,490
| – | – | 0.21% | 76 |
|
|
2017
Q2 | $642K | Hold |
9,490
| – | – | 0.19% | 81 |
|
|
2017
Q1 | $621K | Hold |
9,490
| – | – | 0.18% | 82 |
|
|
2016
Q4 | $629K | Sell |
9,490
-944
| -9% | -$62.6K | 0.18% | 75 |
|
|
2016
Q3 | $490K | Buy |
+10,434
| New | +$490K | 0.31% | 55 |
|
|
2016
Q2 | – | Sell |
-5,517
| Closed | -$216K | – | 51 |
|
|
2016
Q1 | $216K | Hold |
5,517
| – | – | 0.26% | 41 |
|
|
2015
Q4 | $277K | Hold |
5,517
| – | – | 0.33% | 61 |
|
|
2015
Q3 | $262K | Hold |
5,517
| – | – | 0.24% | 77 |
|
|
2015
Q2 | $327K | Hold |
5,517
| – | – | 0.3% | 53 |
|
|
2015
Q1 | $317K | Hold |
5,517
| – | – | 0.32% | 70 |
|
|
2014
Q4 | $318K | Sell |
5,517
-8,417
| -60% | -$485K | 0.33% | 45 |
|
|
2014
Q3 | $747K | Buy |
13,934
+3,564
| +34% | +$191K | 0.79% | 27 |
|
|
2014
Q2 | $534K | Sell |
10,370
-2,614
| -20% | -$135K | 0.48% | 34 |
|
|
2014
Q1 | $659K | Hold |
12,984
| – | – | 0.45% | 46 |
|
|
2013
Q4 | $671K | Buy |
+12,984
| New | +$671K | 0.59% | 35 |
|