SWA
SOA Wealth Advisors’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84 | Sell |
2
-18
| -90% | -$756 | ﹤0.01% | 844 |
|
|
2025
Q1 | $732 | Hold |
20
| – | – | ﹤0.01% | 764 |
|
|
2024
Q4 | $645 | Hold |
20
| – | – | ﹤0.01% | 764 |
|
|
2024
Q3 | $640 | Hold |
20
| – | – | ﹤0.01% | 738 |
|
|
2024
Q2 | $631 | Sell |
20
-3
| -13% | -$95 | ﹤0.01% | 755 |
|
|
2024
Q1 | $743 | Hold |
23
| – | – | ﹤0.01% | 786 |
|
|
2023
Q4 | $626 | Hold |
23
| – | – | ﹤0.01% | 787 |
|
|
2023
Q3 | $572 | Hold |
23
| – | – | ﹤0.01% | 814 |
|
|
2023
Q2 | $596 | Hold |
23
| – | – | ﹤0.01% | 818 |
|
|
2023
Q1 | $519 | Hold |
23
| – | – | ﹤0.01% | 841 |
|
|
2022
Q4 | $709 | Sell |
23
-8
| -26% | -$247 | ﹤0.01% | 824 |
|
|
2022
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 780 |
|
|
2022
Q2 | $1K | Sell |
31
-118
| -79% | -$3.81K | ﹤0.01% | 764 |
|
|
2022
Q1 | $9K | Hold |
149
| – | – | ﹤0.01% | 609 |
|
|
2021
Q4 | $10K | Hold |
149
| – | – | ﹤0.01% | 571 |
|
|
2021
Q3 | $10K | Sell |
149
-13
| -8% | -$872 | ﹤0.01% | 590 |
|
|
2021
Q2 | $10K | Sell |
162
-36
| -18% | -$2.22K | ﹤0.01% | 579 |
|
|
2021
Q1 | $12K | Buy |
198
+127
| +179% | +$7.7K | ﹤0.01% | 485 |
|
|
2020
Q4 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 667 |
|