Toth Financial Advisory’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,095
| Closed | -$34.1K | – | 737 |
|
|
2024
Q2 | $34.1K | Hold |
1,095
| – | – | ﹤0.01% | 328 |
|
|
2024
Q1 | $35K | Hold |
1,095
| – | – | ﹤0.01% | 325 |
|
|
2023
Q4 | $29.5K | Hold |
1,095
| – | – | ﹤0.01% | 342 |
|
|
2023
Q3 | $27K | Hold |
1,095
| – | – | ﹤0.01% | 330 |
|
|
2023
Q2 | $28.2K | Sell |
1,095
-165
| -13% | -$4.25K | ﹤0.01% | 337 |
|
|
2023
Q1 | $28.3K | Hold |
1,260
| – | – | ﹤0.01% | 345 |
|
|
2022
Q4 | $38.7K | Hold |
1,260
| – | – | 0.01% | 302 |
|
|
2022
Q3 | $55K | Hold |
1,260
| – | – | 0.01% | 263 |
|
|
2022
Q2 | $59K | Hold |
1,260
| – | – | 0.01% | 251 |
|
|
2022
Q1 | $82K | Hold |
1,260
| – | – | 0.01% | 245 |
|
|
2021
Q4 | $86K | Hold |
1,260
| – | – | 0.01% | 248 |
|
|
2021
Q3 | $87K | Hold |
1,260
| – | – | 0.01% | 255 |
|
|
2021
Q2 | $79K | Hold |
1,260
| – | – | 0.01% | 246 |
|
|
2021
Q1 | $78K | Hold |
1,260
| – | – | 0.01% | 251 |
|
|
2020
Q4 | $63K | Hold |
1,260
| – | – | 0.01% | 242 |
|
|
2020
Q3 | $39K | Hold |
1,260
| – | – | 0.01% | 249 |
|
|
2020
Q2 | $46K | Hold |
1,260
| – | – | 0.01% | 230 |
|
|
2020
Q1 | $33K | Sell |
1,260
-6,325
| -83% | -$166K | 0.01% | 198 |
|
|
2019
Q4 | $448K | Hold |
7,585
| – | – | 0.09% | 138 |
|
|
2019
Q3 | $458K | Hold |
7,585
| – | – | 0.1% | 116 |
|
|
2019
Q2 | $489K | Sell |
7,585
-97
| -1% | -$6.25K | 0.11% | 107 |
|
|
2019
Q1 | $451K | Buy |
7,682
+97
| +1% | +$5.7K | 0.11% | 118 |
|
|
2018
Q4 | $389K | Hold |
7,585
| – | – | 0.11% | 107 |
|
|
2018
Q3 | $513K | Hold |
7,585
| – | – | 0.11% | 116 |
|
|
2018
Q2 | $472K | Hold |
7,585
| – | – | 0.11% | 121 |
|
|
2018
Q1 | $554K | Hold |
7,585
| – | – | 0.13% | 114 |
|
|
2017
Q4 | $583K | Sell |
7,585
-185
| -2% | -$14.2K | 0.14% | 116 |
|
|
2017
Q3 | $571K | Hold |
7,770
| – | – | 0.14% | 116 |
|
|
2017
Q2 | $525K | Sell |
7,770
-415
| -5% | -$28K | 0.14% | 112 |
|
|
2017
Q1 | $536K | Sell |
8,185
-10,875
| -57% | -$712K | 0.14% | 114 |
|
|
2016
Q4 | $1.26M | Hold |
19,060
| – | – | 0.36% | 77 |
|
|
2016
Q3 | $895K | Buy |
+19,060
| New | +$895K | 0.26% | 82 |
|