United Capital Financial Advisors’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 | $552K | Sell |
15,945
-408
| -2% | -$14.1K | ﹤0.01% | 746 |
|
|
2025
Q1 | $587K | Sell |
16,353
-1,087
| -6% | -$39K | 0.01% | 691 |
|
|
2024
Q4 | $553K | Sell |
17,440
-1,200
| -6% | -$38.1K | ﹤0.01% | 698 |
|
|
2024
Q3 | $587K | Sell |
18,640
-893
| -5% | -$28.1K | ﹤0.01% | 689 |
|
|
2024
Q2 | $607K | Sell |
19,533
-2,005
| -9% | -$62.4K | 0.01% | 651 |
|
|
2024
Q1 | $688K | Sell |
21,538
-2,402
| -10% | -$76.7K | 0.01% | 647 |
|
|
2023
Q4 | $646K | Buy |
+23,940
| New | +$646K | 0.01% | 662 |
|
|
2022
Q3 | – | Sell |
-4,520
| Closed | -$211K | – | 1125 |
|
|
2022
Q2 | $211K | Buy |
4,520
+828
| +22% | +$38.7K | ﹤0.01% | 1045 |
|
|
2022
Q1 | $241K | Sell |
3,692
-1,662
| -31% | -$108K | ﹤0.01% | 1061 |
|
|
2021
Q4 | $365K | Sell |
5,354
-421
| -7% | -$28.7K | ﹤0.01% | 957 |
|
|
2021
Q3 | $397K | Buy |
5,775
+2,536
| +78% | +$174K | ﹤0.01% | 923 |
|
|
2021
Q2 | $204K | Sell |
3,239
-741
| -19% | -$46.7K | ﹤0.01% | 1157 |
|
|
2021
Q1 | $248K | Sell |
3,980
-1,262
| -24% | -$78.6K | ﹤0.01% | 1035 |
|
|
2020
Q4 | $264K | Buy |
+5,242
| New | +$264K | ﹤0.01% | 1035 |
|
|
2020
Q1 | – | Sell |
-5,856
| Closed | -$346K | – | 1285 |
|
|
2019
Q4 | $346K | Buy |
+5,856
| New | +$346K | ﹤0.01% | 1083 |
|
|
2019
Q3 | – | Sell |
-6,884
| Closed | -$444K | – | 1391 |
|
|
2019
Q2 | $444K | Buy |
6,884
+582
| +9% | +$37.5K | ﹤0.01% | 1072 |
|
|
2019
Q1 | $370K | Buy |
6,302
+1,488
| +31% | +$87.4K | ﹤0.01% | 1057 |
|
|
2018
Q4 | $247K | Buy |
4,814
+1,386
| +40% | +$71.1K | ﹤0.01% | 1130 |
|
|
2018
Q3 | $232K | Buy |
+3,428
| New | +$232K | ﹤0.01% | 1204 |
|
|
2018
Q2 | – | Sell |
-3,220
| Closed | -$235K | – | 1341 |
|
|
2018
Q1 | $235K | Sell |
3,220
-647
| -17% | -$47.2K | ﹤0.01% | 1181 |
|
|
2017
Q4 | $297K | Buy |
3,867
+117
| +3% | +$8.99K | ﹤0.01% | 1117 |
|
|
2017
Q3 | $276K | Buy |
3,750
+731
| +24% | +$53.8K | ﹤0.01% | 1138 |
|
|
2017
Q2 | $204K | Buy |
+3,019
| New | +$204K | ﹤0.01% | 1202 |
|
|
2015
Q4 | – | Sell |
-8,974
| Closed | -$426K | – | 1257 |
|
|
2015
Q3 | $426K | Sell |
8,974
-3,961
| -31% | -$188K | 0.01% | 944 |
|
|
2015
Q2 | $766K | Sell |
12,935
-395
| -3% | -$23.4K | 0.01% | 781 |
|
|
2015
Q1 | $753K | Sell |
13,330
-453
| -3% | -$25.6K | 0.01% | 791 |
|
|
2014
Q4 | $795K | Buy |
13,783
+6,803
| +97% | +$392K | 0.01% | 698 |
|
|
2014
Q3 | $374K | Buy |
+6,980
| New | +$374K | 0.01% | 875 |
|
|
2014
Q2 | – | Sell |
-6,455
| Closed | -$327K | – | 880 |
|
|
2014
Q1 | $327K | Sell |
6,455
-271
| -4% | -$13.7K | 0.01% | 760 |
|
|
2013
Q4 | $347K | Sell |
6,726
-120
| -2% | -$6.19K | 0.01% | 503 |
|
|
2013
Q3 | $287K | Buy |
+6,846
| New | +$287K | 0.01% | 563 |
|