Waldron Private Wealth’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$200K Buy
2023
Q1
Sell
2022
Q4
$241K Hold
2022
Q3
$241K Buy
2022
Q2
$251K Buy
2022
Q1
$338K Buy
2021
Q4
$337K Hold
2021
Q3
$340K Buy
2021
Q2
$310K Hold
2021
Q1
$308K Hold
2020
Q4
$248K Buy
2020
Q1
Sell
2019
Q4
$275K Hold
2019
Q3
$281K Hold
2019
Q2
$300K Hold
2019
Q1
$274K Buy