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SeaCrest Wealth Management’s Lincoln National LNC Stock Holding History

SeaCrest Wealth Management’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,139
Closed -$226K – 647
2023
Q3 		$226K Buy
9,139
+109
+1% +$2.85K 0.03% 529
2023
Q2 		$233K Buy
9,030
+62
+0.7% +$1.36K 0.03% 533
2023
Q1 		$202K Sell
8,968
-400
-4% -$11.9K 0.03% 583
2022
Q4 		$288K Buy
9,368
+74
+0.8% +$2.94K 0.04% 457
2022
Q3 		$408K Buy
9,294
+1,625
+21% +$78.3K 0.06% 350
2022
Q2 		$359K Buy
7,669
+2,000
+35% +$114K 0.05% 428
2022
Q1 		$371K Hold
5,669
– – 0.04% 448
2021
Q4 		$387K Hold
5,669
– – 0.04% 433
2021
Q3 		$390K Hold
5,669
– – 0.05% 416
2021
Q2 		$356K Hold
5,669
– – 0.04% 441
2021
Q1 		$353K Sell
5,669
-640
-10% -$35.4K 0.05% 413
2020
Q4 		$317K Sell
6,309
-369
-6% -$15.7K 0.04% 414
2020
Q3 		$209K Buy
6,678
+55
+0.8% +$1.96K 0.03% 504
2020
Q2 		$244K Buy
+6,623
New +$233K 0.04% 455
2020
Q1 		– Sell
-5,819
Closed -$343K – 552
2019
Q4 		$343K Buy
5,819
+1
+0% +$59 0.06% 363
2019
Q3 		$351K Sell
5,818
-270
-4% -$16.1K 0.07% 346
2019
Q2 		$392K Sell
6,088
-35
-0.6% -$2.24K 0.08% 308
2019
Q1 		$359K Sell
6,123
-85
-1% -$5.03K 0.06% 318
2018
Q4 		$319K Hold
6,208
– – 0.07% 310
2018
Q3 		$420K Buy
6,208
+25
+0.4% +$1.65K 0.07% 297
2018
Q2 		$385K Buy
6,183
+202
+3% +$13.8K 0.07% 307
2018
Q1 		$437K Sell
5,981
-51
-0.8% -$4K 0.08% 276
2017
Q4 		$464K Buy
+6,032
New +$456K 0.08% 256

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SeaCrest Wealth Management's LNC Position: Q4 2023 in Review

SeaCrest Wealth Management sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 9,139 shares — an estimated $226K sold.

SeaCrest Wealth Management first reported a position in LNC in Q4 2017 and held it in 23 quarters. The position peaked at $464K in Q4 2017. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

  • SeaCrest Wealth Management reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 9,139 Lincoln National shares in Q4 2023, an estimated $226K.
  • SeaCrest Wealth Management first reported a position in Lincoln National in Q4 2017 and held it in 23 quarters.
  • SeaCrest Wealth Management's Lincoln National position peaked at $464K in Q4 2017.
  • 506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on SeaCrest Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.