Sound View Wealth Advisors Group’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
|
|||||
|
2025
Q1 | $454K | Sell |
|
|||||
|
2024
Q4 | $424K | Buy |
|
|||||
|
2024
Q3 | $420K | Buy |
|
|||||
|
2024
Q2 | $363K | Sell |
|
|||||
|
2024
Q1 | $385K | Sell |
|
|||||
|
2023
Q4 | $364K | Buy |
|
|||||
|
2023
Q3 | $317K | Buy |
|
|||||
|
2023
Q2 | $285K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $364K | Buy |
|
|||||
|
2022
Q3 | $215K | Hold |
|
|||||
|
2022
Q2 | $229K | Hold |
|
|||||
|
2022
Q1 | $321K | Hold |
|
|||||
|
2021
Q4 | $335K | Hold |
|
|||||
|
2021
Q3 | $337K | Hold |
|
|||||
|
2021
Q2 | $308K | Sell |
|
|||||
|
2021
Q1 | $344K | Sell |
|
|||||
|
2020
Q4 | $286K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $203K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $326K | Hold |
|
|||||
|
2019
Q3 | $334K | Sell |
|
|||||
|
2019
Q2 | $412K | Buy |
|