Rothschild Investment 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 | $225K | Buy |
6,515
+14
| +0.2% | +$484 | 0.01% | 482 |
|
|
2025
Q1 | $233K | Buy |
6,501
+15
| +0.2% | +$539 | 0.02% | 475 |
|
|
2024
Q4 | $206K | Hold |
6,486
| – | – | 0.01% | 500 |
|
|
2024
Q3 | $204K | Sell |
6,486
-4
| -0.1% | -$126 | 0.01% | 508 |
|
|
2024
Q2 | $202K | Buy |
6,490
+79
| +1% | +$2.46K | 0.01% | 499 |
|
|
2024
Q1 | $205K | Hold |
6,411
| – | – | 0.01% | 463 |
|
|
2023
Q4 | $173K | Buy |
+6,411
| New | +$173K | 0.01% | 440 |
|
|
2023
Q1 | – | Sell |
-6,860
| Closed | -$211K | – | 492 |
|
|
2022
Q4 | $211K | Hold |
6,860
| – | – | 0.02% | 431 |
|
|
2022
Q3 | $301K | Hold |
6,860
| – | – | 0.03% | 360 |
|
|
2022
Q2 | $321K | Hold |
6,860
| – | – | 0.03% | 359 |
|
|
2022
Q1 | $448K | Hold |
6,860
| – | – | 0.04% | 343 |
|
|
2021
Q4 | $468K | Hold |
6,860
| – | – | 0.04% | 341 |
|
|
2021
Q3 | $472K | Sell |
6,860
-200
| -3% | -$13.8K | 0.04% | 321 |
|
|
2021
Q2 | $444K | Hold |
7,060
| – | – | 0.04% | 339 |
|
|
2021
Q1 | $440K | Hold |
7,060
| – | – | 0.04% | 336 |
|
|
2020
Q4 | $355K | Hold |
7,060
| – | – | 0.03% | 336 |
|
|
2020
Q3 | $221K | Sell |
7,060
-1,000
| -12% | -$31.3K | 0.02% | 382 |
|
|
2020
Q2 | $297K | Hold |
8,060
| – | – | 0.04% | 316 |
|
|
2020
Q1 | $212K | Hold |
8,060
| – | – | 0.03% | 360 |
|
|
2019
Q4 | $476K | Hold |
8,060
| – | – | 0.05% | 296 |
|
|
2019
Q3 | $486K | Hold |
8,060
| – | – | 0.06% | 254 |
|
|
2019
Q2 | $519K | Hold |
8,060
| – | – | 0.06% | 250 |
|
|
2019
Q1 | $473K | Sell |
8,060
-100
| -1% | -$5.87K | 0.06% | 260 |
|
|
2018
Q4 | $419K | Hold |
8,160
| – | – | 0.06% | 252 |
|
|
2018
Q3 | $552K | Hold |
8,160
| – | – | 0.07% | 228 |
|
|
2018
Q2 | $508K | Sell |
8,160
-400
| -5% | -$24.9K | 0.06% | 236 |
|
|
2018
Q1 | $625K | Hold |
8,560
| – | – | 0.08% | 220 |
|
|
2017
Q4 | $658K | Hold |
8,560
| – | – | 0.07% | 241 |
|
|
2017
Q3 | $629K | Hold |
8,560
| – | – | 0.07% | 246 |
|
|
2017
Q2 | $578K | Buy |
8,560
+100
| +1% | +$6.75K | 0.07% | 264 |
|
|
2017
Q1 | $554K | Hold |
8,460
| – | – | 0.06% | 264 |
|
|
2016
Q4 | $561K | Sell |
8,460
-3,250
| -28% | -$216K | 0.07% | 247 |
|
|
2016
Q3 | $550K | Buy |
11,710
+2,500
| +27% | +$117K | 0.07% | 252 |
|
|
2016
Q2 | $357K | Hold |
9,210
| – | – | 0.05% | 318 |
|
|
2016
Q1 | $361K | Sell |
9,210
-1,750
| -16% | -$68.6K | 0.05% | 315 |
|
|
2015
Q4 | $551K | Hold |
10,960
| – | – | 0.07% | 257 |
|
|
2015
Q3 | $520K | Hold |
10,960
| – | – | 0.07% | 277 |
|
|
2015
Q2 | $649K | Sell |
10,960
-900
| -8% | -$53.3K | 0.08% | 267 |
|
|
2015
Q1 | $681K | Sell |
11,860
-1,400
| -11% | -$80.4K | 0.08% | 245 |
|
|
2014
Q4 | $765K | Buy |
13,260
+1,900
| +17% | +$110K | 0.09% | 221 |
|
|
2014
Q3 | $609K | Sell |
11,360
-500
| -4% | -$26.8K | 0.07% | 263 |
|
|
2014
Q2 | $610K | Hold |
11,860
| – | – | 0.08% | 234 |
|
|
2014
Q1 | $601K | Sell |
11,860
-1,000
| -8% | -$50.7K | 0.08% | 236 |
|
|
2013
Q4 | $664K | Hold |
12,860
| – | – | 0.09% | 224 |
|
|
2013
Q3 | $540K | Sell |
12,860
-1,100
| -8% | -$46.2K | 0.08% | 240 |
|
|
2013
Q2 | $509K | Buy |
+13,960
| New | +$509K | 0.08% | 227 |
|