UBS AM’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 | $28M | Buy |
808,632
+185,310
| +30% | +$6.41M | 0.01% | 911 |
|
|
2025
Q1 | $22.4M | Buy |
623,322
+29,421
| +5% | +$1.06M | 0.01% | 916 |
|
|
2024
Q4 | $18.8M | Buy |
593,901
+54,588
| +10% | +$1.73M | ﹤0.01% | 976 |
|
|
2024
Q3 | $17M | Sell |
539,313
-7,959
| -1% | -$251K | ﹤0.01% | 1008 |
|
|
2024
Q2 | $17M | Buy |
547,272
+211,009
| +63% | +$6.56M | ﹤0.01% | 924 |
|
|
2024
Q1 | $10.7M | Sell |
336,263
-1,256
| -0.4% | -$40.1K | ﹤0.01% | 969 |
|
|
2023
Q4 | $9.1M | Sell |
337,519
-1,937
| -0.6% | -$52.2K | ﹤0.01% | 1025 |
|
|
2023
Q3 | $8.38M | Sell |
339,456
-36,403
| -10% | -$899K | ﹤0.01% | 1008 |
|
|
2023
Q2 | $8.45M | Hold |
375,859
| – | – | ﹤0.01% | 1030 |
|
|
2023
Q1 | $8.45M | Sell |
375,859
-313,946
| -46% | -$7.05M | ﹤0.01% | 1030 |
|
|
2022
Q4 | $21.2M | Sell |
689,805
-73,886
| -10% | -$2.27M | 0.01% | 744 |
|
|
2022
Q3 | $33.5M | Buy |
763,691
+84,446
| +12% | +$3.71M | 0.02% | 643 |
|
|
2022
Q2 | $31.8M | Sell |
679,245
-73,502
| -10% | -$3.44M | 0.02% | 641 |
|
|
2022
Q1 | $49.2M | Buy |
752,747
+7,307
| +1% | +$478K | 0.02% | 612 |
|
|
2021
Q4 | $50.9M | Sell |
745,440
-31,015
| -4% | -$2.12M | 0.02% | 651 |
|
|
2021
Q3 | $53.4M | Sell |
776,455
-7,995
| -1% | -$550K | 0.02% | 602 |
|
|
2021
Q2 | $49.3M | Buy |
784,450
+22,256
| +3% | +$1.4M | 0.02% | 642 |
|
|
2021
Q1 | $47.5M | Buy |
762,194
+45,575
| +6% | +$2.84M | 0.02% | 629 |
|
|
2020
Q4 | $36.1M | Buy |
716,619
+50,633
| +8% | +$2.55M | 0.02% | 694 |
|
|
2020
Q3 | $20.9M | Buy |
665,986
+4,641
| +0.7% | +$145K | 0.01% | 750 |
|
|
2020
Q2 | $24.3M | Sell |
661,345
-748,885
| -53% | -$27.6M | 0.01% | 684 |
|
|
2020
Q1 | $37.1M | Buy |
1,410,230
+281,052
| +25% | +$7.4M | 0.03% | 537 |
|
|
2019
Q4 | $66.6M | Sell |
1,129,178
-65,033
| -5% | -$3.84M | 0.04% | 453 |
|
|
2019
Q3 | $72M | Sell |
1,194,211
-79,081
| -6% | -$4.77M | 0.05% | 400 |
|
|
2019
Q2 | $82.1M | Sell |
1,273,292
-25,160
| -2% | -$1.62M | 0.06% | 354 |
|
|
2019
Q1 | $76.2M | Sell |
1,298,452
-13,904
| -1% | -$816K | 0.06% | 348 |
|
|
2018
Q4 | $67.3M | Buy |
1,312,356
+13,180
| +1% | +$676K | 0.06% | 354 |
|
|
2018
Q3 | $87.9M | Buy |
1,299,176
+8,418
| +0.7% | +$570K | 0.07% | 323 |
|
|
2018
Q2 | $80.3M | Sell |
1,290,758
-83,107
| -6% | -$5.17M | 0.06% | 345 |
|
|
2018
Q1 | $100M | Buy |
1,373,865
+50,844
| +4% | +$3.71M | 0.08% | 289 |
|
|
2017
Q4 | $102M | Buy |
1,323,021
+188,124
| +17% | +$14.5M | 0.09% | 265 |
|
|
2017
Q3 | $83.4M | Buy |
1,134,897
+214,554
| +23% | +$15.8M | 0.08% | 287 |
|
|
2017
Q2 | $62.2M | Sell |
920,343
-128,306
| -12% | -$8.67M | 0.06% | 356 |
|
|
2017
Q1 | $68.6M | Sell |
1,048,649
-2,038,186
| -66% | -$133M | 0.07% | 308 |
|
|
2016
Q4 | $205M | Buy |
3,086,835
+1,575,438
| +104% | +$104M | 0.23% | 99 |
|
|
2016
Q3 | $71M | Sell |
1,511,397
-43,602
| -3% | -$2.05M | 0.08% | 276 |
|
|
2016
Q2 | $60.3M | Buy |
1,554,999
+84,604
| +6% | +$3.28M | 0.07% | 310 |
|
|
2016
Q1 | $57.6M | Sell |
1,470,395
-56,559
| -4% | -$2.22M | 0.07% | 320 |
|
|
2015
Q4 | $76.7M | Sell |
1,526,954
-138,205
| -8% | -$6.95M | 0.09% | 256 |
|
|
2015
Q3 | $79M | Sell |
1,665,159
-112,333
| -6% | -$5.33M | 0.09% | 261 |
|
|
2015
Q2 | $105M | Sell |
1,777,492
-806,453
| -31% | -$47.8M | 0.1% | 229 |
|
|
2015
Q1 | $148M | Buy |
2,583,945
+666,883
| +35% | +$38.3M | 0.14% | 165 |
|
|
2014
Q4 | $111M | Sell |
1,917,062
-76,085
| -4% | -$4.39M | 0.11% | 222 |
|
|
2014
Q3 | $107M | Sell |
1,993,147
-401,045
| -17% | -$21.5M | 0.11% | 212 |
|
|
2014
Q2 | $123M | Sell |
2,394,192
-238,045
| -9% | -$12.2M | 0.12% | 184 |
|
|
2014
Q1 | $133M | Sell |
2,632,237
-241,396
| -8% | -$12.2M | 0.14% | 168 |
|
|
2013
Q4 | $148M | Sell |
2,873,633
-518,443
| -15% | -$26.8M | 0.17% | 149 |
|
|
2013
Q3 | $142M | Buy |
3,392,076
+507,186
| +18% | +$21.3M | 0.18% | 145 |
|
|
2013
Q2 | $105M | Buy |
+2,884,890
| New | +$105M | 0.14% | 176 |
|