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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-500	Closed	-$15K	–	789
2024 Q3	$15K	Sell	500 -45	-8%	-$1.4K	﹤0.01%	476
2024 Q2	$16K	Sell	545 -25	-4%	-$756	﹤0.01%	539
2024 Q1	$18K	Buy	570 +25	+5%	+$690	﹤0.01%	540
2023 Q4	$14K	Buy	545 +45	+9%	+$1.08K	﹤0.01%	595
2023 Q3	$12K	Hold	500	–	–	﹤0.01%	570
2023 Q2	$13K	Hold	500	–	–	﹤0.01%	563
2023 Q1	$11K	Hold	500	–	–	﹤0.01%	575
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	+$21.3K	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%	-$3.21K	﹤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%	-$4.39K	﹤0.01%	416
2015 Q1	$11K	Buy	200 +47	+31%	+$2.63K	0.01%	372
2014 Q4	$8K	Buy	+153	New	+$8.33K	0.01%	298