Toth Financial Advisory’s Lincoln National LNC Stock Holding History

Toth Financial Advisory’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,095	Closed	-$34.1K	–	742
2024 Q2	$34.1K	Hold	1,095	–	–	﹤0.01%	329
2024 Q1	$35K	Hold	1,095	–	–	﹤0.01%	327
2023 Q4	$29.5K	Hold	1,095	–	–	﹤0.01%	344
2023 Q3	$27K	Hold	1,095	–	–	﹤0.01%	331
2023 Q2	$28.2K	Sell	1,095 -165	-13%	-$3.62K	﹤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%	-$300K	0.01%	199
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%	-$6.2K	0.11%	107
2019 Q1	$451K	Buy	7,682 +97	+1%	+$5.75K	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%	-$14K	0.14%	117
2017 Q3	$571K	Hold	7,770	–	–	0.14%	116
2017 Q2	$525K	Sell	7,770 -415	-5%	-$27.4K	0.14%	112
2017 Q1	$536K	Sell	8,185 -10,875	-57%	-$744K	0.14%	114
2016 Q4	$1.26M	Hold	19,060	–	–	0.36%	77
2016 Q3	$895K	Buy	+19,060	New	+$853K	0.26%	82

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Toth Financial Advisory's LNC Position: Q3 2024 in Review

Toth Financial Advisory sold out of Lincoln National (LNC) in Q3 2024, closing a stake of 1,095 shares — an estimated $34.1K sold.

Toth Financial Advisory first reported a position in LNC in Q3 2016 and held it in 32 quarters. The position peaked at $1.26M in Q4 2016. 530 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

Toth Financial Advisory reported no remaining Lincoln National position as of Q3 2024 after selling out during the quarter.
Toth Financial Advisory sold 1,095 Lincoln National shares in Q3 2024, an estimated $34.1K.
Toth Financial Advisory first reported a position in Lincoln National in Q3 2016 and held it in 32 quarters.
Toth Financial Advisory's Lincoln National position peaked at $1.26M in Q4 2016.
530 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on Toth Financial Advisory's 13F filing for Q3 2024, filed 21 Oct 2024.