Steward Partners Investment Advisory’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 | $275K | Buy |
7,957
+479
| +6% | +$16.6K | ﹤0.01% | 1597 |
|
|
2025
Q1 | $269K | Sell |
7,478
-971
| -11% | -$34.9K | ﹤0.01% | 1504 |
|
|
2024
Q4 | $268K | Buy |
8,449
+241
| +3% | +$7.64K | ﹤0.01% | 1463 |
|
|
2024
Q3 | $259K | Sell |
8,208
-75
| -0.9% | -$2.36K | ﹤0.01% | 1395 |
|
|
2024
Q2 | $258K | Buy |
8,283
+36
| +0.4% | +$1.12K | ﹤0.01% | 1335 |
|
|
2024
Q1 | $263K | Buy |
8,247
+35
| +0.4% | +$1.12K | ﹤0.01% | 1315 |
|
|
2023
Q4 | $221K | Buy |
8,212
+1,725
| +27% | +$46.5K | ﹤0.01% | 1337 |
|
|
2023
Q3 | $160K | Buy |
6,487
+123
| +2% | +$3.04K | ﹤0.01% | 1387 |
|
|
2023
Q2 | $164K | Buy |
6,364
+3,374
| +113% | +$86.9K | ﹤0.01% | 1370 |
|
|
2023
Q1 | $67.2K | Buy |
2,990
+2,000
| +202% | +$44.9K | ﹤0.01% | 1738 |
|
|
2022
Q4 | $30.4K | Sell |
990
-40
| -4% | -$1.23K | ﹤0.01% | 2039 |
|
|
2022
Q3 | $45K | Sell |
1,030
-60
| -6% | -$2.62K | ﹤0.01% | 1840 |
|
|
2022
Q2 | $51K | Hold |
1,090
| – | – | ﹤0.01% | 1799 |
|
|
2022
Q1 | $71K | Buy |
1,090
+326
| +43% | +$21.2K | ﹤0.01% | 1747 |
|
|
2021
Q4 | $52K | Hold |
764
| – | – | ﹤0.01% | 1884 |
|
|
2021
Q3 | $53K | Sell |
764
-85
| -10% | -$5.9K | ﹤0.01% | 1861 |
|
|
2021
Q2 | $53K | Sell |
849
-412
| -33% | -$25.7K | ﹤0.01% | 3232 |
|
|
2021
Q1 | $78.5K | Buy |
1,261
+214
| +20% | +$13.3K | ﹤0.01% | 1751 |
|
|
2020
Q4 | $53K | Sell |
1,047
-465
| -31% | -$23.5K | ﹤0.01% | 1647 |
|
|
2020
Q3 | $47K | Sell |
1,512
-716
| -32% | -$22.3K | ﹤0.01% | 1526 |
|
|
2020
Q2 | $82K | Sell |
2,228
-232
| -9% | -$8.54K | ﹤0.01% | 1230 |
|
|
2020
Q1 | $64K | Sell |
2,460
-871
| -26% | -$22.7K | ﹤0.01% | 1180 |
|
|
2019
Q4 | $196K | Sell |
3,331
-2,353
| -41% | -$138K | 0.01% | 886 |
|
|
2019
Q3 | $342K | Sell |
5,684
-1,529
| -21% | -$92K | 0.01% | 690 |
|
|
2019
Q2 | $464K | Buy |
7,213
+918
| +15% | +$59.1K | 0.02% | 583 |
|
|
2019
Q1 | $369K | Sell |
6,295
-1,076
| -15% | -$63.1K | 0.02% | 587 |
|
|
2018
Q4 | $378K | Sell |
7,371
-1,143
| -13% | -$58.6K | 0.02% | 552 |
|
|
2018
Q3 | $576K | Sell |
8,514
-2,327
| -21% | -$157K | 0.03% | 470 |
|
|
2018
Q2 | $675K | Sell |
10,841
-541
| -5% | -$33.7K | 0.04% | 397 |
|
|
2018
Q1 | $831K | Sell |
11,382
-1,439
| -11% | -$105K | 0.06% | 300 |
|
|
2017
Q4 | $985K | Sell |
12,821
-506
| -4% | -$38.9K | 0.08% | 233 |
|
|
2017
Q3 | $979K | Sell |
13,327
-2,535
| -16% | -$186K | 0.1% | 189 |
|
|
2017
Q2 | $1.07M | Sell |
15,862
-1,083
| -6% | -$73.1K | 0.12% | 166 |
|
|
2017
Q1 | $1.11M | Buy |
16,945
+14,151
| +506% | +$925K | 0.17% | 121 |
|
|
2016
Q4 | $185K | Buy |
+2,794
| New | +$185K | 0.08% | 191 |
|