Venturi Wealth Management’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,012
| Closed | -$63.8K | – | 1296 |
|
|
2024
Q4 | $63.8K | Sell |
2,012
-71
| -3% | -$2.25K | ﹤0.01% | 950 |
|
|
2024
Q3 | $65.6K | Buy |
2,083
+1,711
| +460% | +$53.9K | ﹤0.01% | 687 |
|
|
2024
Q2 | $11.6K | Buy |
372
+12
| +3% | +$373 | ﹤0.01% | 1075 |
|
|
2024
Q1 | $11.5K | Buy |
+360
| New | +$11.5K | ﹤0.01% | 898 |
|
|
2023
Q4 | – | Sell |
-45
| Closed | -$1.11K | – | 1397 |
|
|
2023
Q3 | $1.11K | Buy |
+45
| New | +$1.11K | ﹤0.01% | 1276 |
|