Wambolt & Associates’s Lincoln National LNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-14,021	Closed	-$431K	–	269
2022 Q4	$431K	Sell	14,021 -926	-6%	-$36.8K	0.17%	169
2022 Q3	$656K	Sell	14,947 -157	-1%	-$7.56K	0.28%	122
2022 Q2	$706K	Sell	15,104 -322	-2%	-$18.4K	0.28%	118
2022 Q1	$1.01M	Sell	15,426 -1,295	-8%	-$88.5K	0.37%	98
2021 Q4	$1.14M	Sell	16,721 -2,169	-11%	-$153K	0.41%	89
2021 Q3	$1.33M	Sell	18,890 -36	-0.2%	-$2.35K	0.53%	67
2021 Q2	$1.22M	Sell	18,926 -625	-3%	-$41.3K	0.52%	67
2021 Q1	$1.23M	Buy	19,551 +5	+0%	+$276	0.64%	53
2020 Q4	$983K	Buy	19,546 +1,257	+7%	+$53.4K	0.59%	60
2020 Q3	$573K	Buy	18,289 +930	+5%	+$33.2K	0.43%	84
2020 Q2	$639K	Buy	+17,359	New	+$611K	0.5%	67