Valley National Advisers’s Lincoln National LNC Stock Holding History
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 |
|
Other funds holding LNC
Valley National Advisers's LNC Position: Q4 2024 in Review
Valley National Advisers sold out of Lincoln National (LNC) in Q4 2024, closing a stake of 500 shares — an estimated $15K sold.
Valley National Advisers first reported a position in LNC in Q4 2014 and held it in 39 quarters. The position peaked at $34K in Q4 2021. 559 funds tracked by Wall St. Rank hold LNC as of Q4 2024.
- Valley National Advisers reported no remaining Lincoln National position as of Q4 2024 after selling out during the quarter.
- Valley National Advisers sold 500 Lincoln National shares in Q4 2024, an estimated $15K.
- Valley National Advisers first reported a position in Lincoln National in Q4 2014 and held it in 39 quarters.
- Valley National Advisers's Lincoln National position peaked at $34K in Q4 2021.
- 559 funds tracked by Wall St. Rank held Lincoln National as of Q4 2024.
Based on Valley National Advisers's 13F filing for Q4 2024, filed 24 Jan 2025.