SVWAG
Sound View Wealth Advisors Group’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
12,793
+161
| +1% | +$5.57K | 0.03% | 290 |
|
|
2025
Q1 | $454K | Sell |
12,632
-732
| -5% | -$26.3K | 0.04% | 269 |
|
|
2024
Q4 | $424K | Buy |
13,364
+37
| +0.3% | +$1.17K | 0.03% | 283 |
|
|
2024
Q3 | $420K | Buy |
13,327
+1,650
| +14% | +$52K | 0.03% | 283 |
|
|
2024
Q2 | $363K | Sell |
11,677
-389
| -3% | -$12.1K | 0.04% | 275 |
|
|
2024
Q1 | $385K | Sell |
12,066
-1,444
| -11% | -$46.1K | 0.04% | 271 |
|
|
2023
Q4 | $364K | Buy |
13,510
+661
| +5% | +$17.8K | 0.04% | 278 |
|
|
2023
Q3 | $317K | Buy |
12,849
+1,774
| +16% | +$43.8K | 0.04% | 279 |
|
|
2023
Q2 | $285K | Buy |
+11,075
| New | +$285K | 0.04% | 296 |
|
|
2023
Q1 | – | Sell |
-13,510
| Closed | -$364K | – | 393 |
|
|
2022
Q4 | $364K | Buy |
13,510
+8,605
| +175% | +$232K | 0.04% | 278 |
|
|
2022
Q3 | $215K | Hold |
4,905
| – | – | 0.05% | 252 |
|
|
2022
Q2 | $229K | Hold |
4,905
| – | – | 0.05% | 258 |
|
|
2022
Q1 | $321K | Hold |
4,905
| – | – | 0.06% | 227 |
|
|
2021
Q4 | $335K | Hold |
4,905
| – | – | 0.06% | 222 |
|
|
2021
Q3 | $337K | Hold |
4,905
| – | – | 0.07% | 213 |
|
|
2021
Q2 | $308K | Sell |
4,905
-625
| -11% | -$39.2K | 0.06% | 231 |
|
|
2021
Q1 | $344K | Sell |
5,530
-157
| -3% | -$9.77K | 0.08% | 198 |
|
|
2020
Q4 | $286K | Buy |
+5,687
| New | +$286K | 0.07% | 209 |
|
|
2020
Q3 | – | Sell |
-5,530
| Closed | -$203K | – | 249 |
|
|
2020
Q2 | $203K | Buy |
+5,530
| New | +$203K | 0.06% | 234 |
|
|
2020
Q1 | – | Sell |
-5,530
| Closed | -$326K | – | 228 |
|
|
2019
Q4 | $326K | Hold |
5,530
| – | – | 0.09% | 178 |
|
|
2019
Q3 | $334K | Sell |
5,530
-859
| -13% | -$51.9K | 0.1% | 178 |
|
|
2019
Q2 | $412K | Buy |
+6,389
| New | +$412K | 0.12% | 159 |
|