SYM Financial Corp’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 | $225K | Sell |
6,492
-662
| -9% | -$22.9K | 0.03% | 284 |
|
|
2025
Q1 | $257K | Buy |
7,154
+400
| +6% | +$14.4K | 0.03% | 202 |
|
|
2024
Q4 | $214K | Sell |
6,754
-846
| -11% | -$26.8K | 0.03% | 221 |
|
|
2024
Q3 | $239K | Sell |
7,600
-169
| -2% | -$5.33K | 0.03% | 145 |
|
|
2024
Q2 | $242K | Buy |
+7,769
| New | +$242K | 0.04% | 123 |
|
|
2022
Q4 | – | Sell |
-6,170
| Closed | -$271K | – | 124 |
|
|
2022
Q3 | $271K | Hold |
6,170
| – | – | 0.13% | 46 |
|
|
2022
Q2 | $289K | Hold |
6,170
| – | – | 0.14% | 41 |
|
|
2022
Q1 | $403K | Hold |
6,170
| – | – | 0.17% | 28 |
|
|
2021
Q4 | $421K | Hold |
6,170
| – | – | 0.16% | 23 |
|
|
2021
Q3 | $424K | Hold |
6,170
| – | – | 0.25% | 20 |
|
|
2021
Q2 | $388K | Hold |
6,170
| – | – | 0.22% | 22 |
|
|
2021
Q1 | $384K | Sell |
6,170
-3,086
| -33% | -$192K | 0.22% | 20 |
|
|
2020
Q4 | $466K | Sell |
9,256
-481
| -5% | -$24.2K | 0.34% | 13 |
|
|
2020
Q3 | $305K | Hold |
9,737
| – | – | 0.23% | 17 |
|
|
2020
Q2 | $358K | Hold |
9,737
| – | – | 0.29% | 16 |
|
|
2020
Q1 | $256K | Buy |
+9,737
| New | +$256K | 0.26% | 21 |
|