Valeo 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 | $333K | Sell |
9,616
-15
| -0.2% | -$519 | 0.01% | 543 |
|
|
2025
Q1 | $346K | Hold |
9,631
| – | – | 0.01% | 496 |
|
|
2024
Q4 | $305K | Buy |
9,631
+2,015
| +26% | +$63.9K | 0.01% | 526 |
|
|
2024
Q3 | $240K | Hold |
7,616
| – | – | 0.01% | 593 |
|
|
2024
Q2 | $237K | Buy |
7,616
+1
| +0% | +$31 | 0.01% | 567 |
|
|
2024
Q1 | $218K | Hold |
7,615
| – | – | 0.01% | 587 |
|
|
2023
Q4 | $205K | Buy |
+7,615
| New | +$205K | 0.01% | 586 |
|
|
2023
Q3 | – | Sell |
-7,887
| Closed | -$203K | – | 634 |
|
|
2023
Q2 | $203K | Buy |
+7,887
| New | +$203K | 0.01% | 543 |
|
|
2023
Q1 | – | Sell |
-6,697
| Closed | -$206K | – | 629 |
|
|
2022
Q4 | $206K | Buy |
6,697
+370
| +6% | +$11.4K | 0.01% | 481 |
|
|
2022
Q3 | $278K | Sell |
6,327
-105
| -2% | -$4.61K | 0.02% | 365 |
|
|
2022
Q2 | $301K | Sell |
6,432
-46
| -0.7% | -$2.15K | 0.02% | 339 |
|
|
2022
Q1 | $423K | Buy |
6,478
+23
| +0.4% | +$1.5K | 0.02% | 346 |
|
|
2021
Q4 | $441K | Sell |
6,455
-394
| -6% | -$26.9K | 0.02% | 327 |
|
|
2021
Q3 | $471K | Buy |
6,849
+392
| +6% | +$27K | 0.03% | 304 |
|
|
2021
Q2 | $406K | Hold |
6,457
| – | – | 0.02% | 286 |
|
|
2021
Q1 | $402K | Hold |
6,457
| – | – | 0.02% | 295 |
|
|
2020
Q4 | $325K | Sell |
6,457
-798
| -11% | -$40.2K | 0.02% | 311 |
|
|
2020
Q3 | $227K | Sell |
7,255
-3,092
| -30% | -$96.7K | 0.02% | 293 |
|
|
2020
Q2 | $381K | Buy |
10,347
+34
| +0.3% | +$1.25K | 0.03% | 217 |
|
|
2020
Q1 | $354K | Buy |
10,313
+3,058
| +42% | +$105K | 0.04% | 209 |
|
|
2019
Q4 | $428K | Hold |
7,255
| – | – | 0.04% | 213 |
|
|
2019
Q3 | $438K | Buy |
7,255
+80
| +1% | +$4.83K | 0.05% | 184 |
|
|
2019
Q2 | $462K | Buy |
7,175
+4,758
| +197% | +$306K | 0.05% | 183 |
|
|
2019
Q1 | $142K | Hold |
2,417
| – | – | 0.02% | 344 |
|
|
2018
Q4 | $124K | Hold |
2,417
| – | – | 0.02% | 339 |
|
|
2018
Q3 | $145K | Buy |
2,417
+85
| +4% | +$5.1K | 0.02% | 328 |
|
|
2018
Q2 | $150K | Hold |
2,332
| – | – | 0.02% | 330 |
|
|
2018
Q1 | $170K | Hold |
2,332
| – | – | 0.03% | 272 |
|
|
2017
Q4 | $179K | Hold |
2,332
| – | – | 0.03% | 253 |
|
|
2017
Q3 | $171K | Buy |
+2,332
| New | +$171K | 0.04% | 216 |
|