Tradition Wealth Management’s Lincoln National LNC Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-1,127	Closed	-$30K	–	843
2023 Q4	$30K	Sell	1,127 -81	-7%	-$1.95K	﹤0.01%	751
2023 Q3	$30K	Buy	1,208 +6	+0.5%	+$157	﹤0.01%	739
2023 Q2	$31K	Buy	1,202 +36	+3%	+$790	﹤0.01%	761
2023 Q1	$26K	Buy	1,166 +1	+0.1%	+$30	﹤0.01%	770
2022 Q4	$36K	Sell	1,165 -4	-0.3%	-$159	0.01%	617
2022 Q3	$51K	Buy	1,169 +6	+0.5%	+$289	0.01%	507
2022 Q2	$54K	Hold	1,163	–	–	0.01%	446
2022 Q1	$76K	Hold	1,163	–	–	0.01%	434
2021 Q4	$79K	Buy	1,163 +1	+0.1%	+$71	0.01%	446
2021 Q3	$80K	Hold	1,162	–	–	0.01%	408
2021 Q2	$73K	Buy	1,162 +1	+0.1%	+$66	0.01%	449
2021 Q1	$72K	Hold	1,161	–	–	0.01%	367
2020 Q4	$58K	Buy	+1,161	New	+$49.4K	0.01%	384

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tradition Wealth Management's LNC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 1,127 shares — an estimated $30K sold.

Tradition Wealth Management first reported a position in LNC in Q4 2020 and held it in 13 quarters. The position peaked at $80K in Q3 2021. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

Tradition Wealth Management reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,127 Lincoln National shares in Q1 2024, an estimated $30K.
Tradition Wealth Management first reported a position in Lincoln National in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Lincoln National position peaked at $80K in Q3 2021.
505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.