Roehl & Yi Investment Advisors’s Lincoln National LNC Stock Holding History

Roehl & Yi Investment Advisors’s Portfolio LNC Stock Details LNC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$235K	Hold
2025 Q4	$295K	Hold
2025 Q3	$267K	Hold
2025 Q2	$229K	Hold
2025 Q1	$238K	Hold
2024 Q4	$210K	Buy