Summit Trail Advisors’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
$353K Buy
+10,192
New +$353K 0.01% 861
2018
Q2
Sell
-23,129
Closed -$32K 576
2018
Q1
$32K Buy
23,129
+22,602
+4,289% +$31.3K 0.01% 409
2017
Q4
$44K Buy
+527
New +$44K 0.01% 849