Wealthcare Advisory Partners’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.04M | Buy |
30,041
+3,139
| +12% | +$109K | 0.02% | 473 |
|
2025
Q1 | $966K | Sell |
26,902
-2,529
| -9% | -$90.8K | 0.03% | 451 |
|
2024
Q4 | $933K | Buy |
29,431
+602
| +2% | +$19.1K | 0.03% | 435 |
|
2024
Q3 | $908K | Buy |
28,829
+634
| +2% | +$20K | 0.03% | 442 |
|
2024
Q2 | $877K | Buy |
28,195
+2,107
| +8% | +$65.5K | 0.03% | 423 |
|
2024
Q1 | $833K | Buy |
26,088
+6,528
| +33% | +$208K | 0.03% | 419 |
|
2023
Q4 | $528K | Buy |
19,560
+3,590
| +22% | +$96.8K | 0.02% | 478 |
|
2023
Q3 | $394K | Buy |
15,970
+1,655
| +12% | +$40.9K | 0.02% | 491 |
|
2023
Q2 | $369K | Buy |
14,315
+4,452
| +45% | +$115K | 0.02% | 518 |
|
2023
Q1 | $222K | Buy |
9,863
+252
| +3% | +$5.66K | 0.01% | 664 |
|
2022
Q4 | $295K | Sell |
9,611
-3,570
| -27% | -$110K | 0.01% | 547 |
|
2022
Q3 | $579K | Buy |
13,181
+324
| +3% | +$14.2K | 0.03% | 321 |
|
2022
Q2 | $601K | Buy |
12,857
+490
| +4% | +$22.9K | 0.04% | 289 |
|
2022
Q1 | $808K | Buy |
12,367
+1,453
| +13% | +$94.9K | 0.05% | 224 |
|
2021
Q4 | $745K | Buy |
10,914
+175
| +2% | +$11.9K | 0.04% | 245 |
|
2021
Q3 | $738K | Buy |
10,739
+591
| +6% | +$40.6K | 0.05% | 242 |
|
2021
Q2 | $638K | Buy |
10,148
+598
| +6% | +$37.6K | 0.04% | 267 |
|
2021
Q1 | $595K | Buy |
+9,550
| New | +$595K | 0.04% | 257 |
|
2020
Q2 | – | Sell |
-205
| Closed | -$5K | – | 916 |
|
2020
Q1 | $5K | Buy |
205
+2
| +1% | +$49 | ﹤0.01% | 1107 |
|
2019
Q4 | $12K | Buy |
203
+1
| +0.5% | +$59 | ﹤0.01% | 892 |
|
2019
Q3 | $12K | Buy |
202
+1
| +0.5% | +$59 | ﹤0.01% | 882 |
|
2019
Q2 | $13K | Buy |
201
+1
| +0.5% | +$65 | ﹤0.01% | 845 |
|
2019
Q1 | $12K | Buy |
200
+2
| +1% | +$120 | ﹤0.01% | 774 |
|
2018
Q4 | $10K | Sell |
198
-426
| -68% | -$21.5K | ﹤0.01% | 784 |
|
2018
Q3 | $42K | Sell |
624
-399
| -39% | -$26.9K | 0.01% | 511 |
|
2018
Q2 | $64K | Buy |
1,023
+828
| +425% | +$51.8K | 0.01% | 420 |
|
2018
Q1 | $14K | Hold |
195
| – | – | ﹤0.01% | 659 |
|
2017
Q4 | $15K | Sell |
195
-39
| -17% | -$3K | ﹤0.01% | 593 |
|
2017
Q3 | $17K | Buy |
+234
| New | +$17K | 0.01% | 455 |
|