Valley National Advisers’s Lincoln National LNC Stock Holding History

Valley National Advisers’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-500	Closed	-$15K	–	789
2024 Q3	$15K	Sell	500 -45	-8%	-$1.35K	﹤0.01%	476
2024 Q2	$16K	Sell	545 -25	-4%	-$734	﹤0.01%	538
2024 Q1	$18K	Buy	570 +25	+5%	+$789	﹤0.01%	538
2023 Q4	$14K	Buy	545 +45	+9%	+$1.16K	﹤0.01%	593
2023 Q3	$12K	Hold	500	–	–	﹤0.01%	569
2023 Q2	$13K	Hold	500	–	–	﹤0.01%	562
2023 Q1	$11K	Hold	500	–	–	﹤0.01%	572
2022 Q4	$16K	Hold	500	–	–	﹤0.01%	521
2022 Q3	$25K	Hold	500	–	–	0.01%	468
2022 Q2	$24K	Hold	500	–	–	0.01%	450
2022 Q1	$33K	Hold	500	–	–	0.01%	442
2021 Q4	$34K	Hold	500	–	–	0.01%	425
2021 Q3	$34K	Hold	500	–	–	0.01%	393
2021 Q2	$31K	Hold	500	–	–	0.01%	411
2021 Q1	$31K	Hold	500	–	–	0.01%	387
2020 Q4	$25K	Buy	+500	New	+$25K	0.01%	403
2020 Q3	–	Sell	-78	Closed	-$3K	–	810
2020 Q2	$3K	Hold	78	–	–	﹤0.01%	615
2020 Q1	$2K	Hold	78	–	–	﹤0.01%	641
2019 Q4	$5K	Hold	78	–	–	﹤0.01%	607
2019 Q3	$5K	Hold	78	–	–	﹤0.01%	587
2019 Q2	$5K	Hold	78	–	–	﹤0.01%	553
2019 Q1	$5K	Hold	78	–	–	﹤0.01%	555
2018 Q4	$4K	Hold	78	–	–	﹤0.01%	558
2018 Q3	$5K	Hold	78	–	–	﹤0.01%	511
2018 Q2	$5K	Hold	78	–	–	﹤0.01%	480
2018 Q1	$6K	Hold	78	–	–	﹤0.01%	454
2017 Q4	$6K	Hold	78	–	–	﹤0.01%	461
2017 Q3	$6K	Hold	78	–	–	﹤0.01%	462
2017 Q2	$5K	Hold	78	–	–	﹤0.01%	476
2017 Q1	$5K	Sell	78 -47	-38%	-$3.01K	﹤0.01%	477
2016 Q4	$8K	Hold	125	–	–	﹤0.01%	443
2016 Q3	$6K	Hold	125	–	–	﹤0.01%	439
2016 Q2	$5K	Hold	125	–	–	﹤0.01%	454
2016 Q1	$5K	Hold	125	–	–	﹤0.01%	444
2015 Q4	$6K	Hold	125	–	–	﹤0.01%	429
2015 Q3	$6K	Hold	125	–	–	﹤0.01%	426
2015 Q2	$7K	Sell	125 -75	-38%	-$4.2K	﹤0.01%	416
2015 Q1	$11K	Buy	200 +47	+31%	+$2.59K	0.01%	372
2014 Q4	$8K	Buy	+153	New	+$8K	0.01%	298