Summit Securities Group’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 | $136K | Buy |
+3,923
| New | +$136K | 0.03% | 215 |
|
|
2025
Q1 | – | Sell |
-18,000
| Closed | -$571K | – | 828 |
|
|
2024
Q4 | $571K | Buy |
+18,000
| New | +$571K | 0.12% | 58 |
|
|
2024
Q3 | – | Sell |
-1,712
| Closed | -$53K | – | 615 |
|
|
2024
Q2 | $53K | Sell |
1,712
-288
| -14% | -$8.92K | 0.01% | 197 |
|
|
2024
Q1 | $64K | Buy |
+2,000
| New | +$64K | 0.01% | 125 |
|
|
2023
Q3 | – | Sell |
-202
| Closed | -$5K | – | 659 |
|
|
2023
Q2 | $5K | Sell |
202
-101
| -33% | -$2.5K | ﹤0.01% | 680 |
|
|
2023
Q1 | $7K | Sell |
303
-9,669
| -97% | -$223K | ﹤0.01% | 561 |
|
|
2022
Q4 | $306K | Buy |
9,972
+9,872
| +9,872% | +$303K | 0.01% | 219 |
|
|
2022
Q3 | $4K | Sell |
100
-339
| -77% | -$13.6K | ﹤0.01% | 622 |
|
|
2022
Q2 | $21K | Buy |
439
+271
| +161% | +$13K | ﹤0.01% | 566 |
|
|
2022
Q1 | $11K | Buy |
+168
| New | +$11K | ﹤0.01% | 582 |
|