WealthSource Partners’s Lincoln National LNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,028	Closed	-$263K	–	562
2022 Q1	$263K	Sell	4,028 -90	-2%	-$6.15K	0.02%	483
2021 Q4	$281K	Buy	4,118 +150	+4%	+$10.6K	0.02%	446
2021 Q3	$273K	Buy	3,968 +101	+3%	+$6.6K	0.02%	419
2021 Q2	$243K	Sell	3,867 -234	-6%	-$15.4K	0.02%	408
2021 Q1	$255K	Sell	4,101 -2,824	-41%	-$156K	0.03%	363
2020 Q4	$348K	Sell	6,925 -1,333	-16%	-$56.7K	0.04%	265
2020 Q3	$259K	Sell	8,258 -444	-5%	-$15.8K	0.03%	293
2020 Q2	$320K	Hold	8,702	–	–	0.05%	231
2020 Q1	$229K	Buy	8,702 +3,410	+64%	+$162K	0.04%	278
2019 Q4	$312K	Sell	5,292 -183	-3%	-$10.8K	0.04%	305
2019 Q3	$330K	Buy	5,475 +144	+3%	+$8.61K	0.05%	310
2019 Q2	$344K	Sell	5,331 -16	-0.3%	-$1.02K	0.05%	309
2019 Q1	$314K	Sell	5,347 -460	-8%	-$27.2K	0.07%	245
2018 Q4	$298K	Buy	+5,807	New	+$353K	0.09%	214
2018 Q3	–	Sell	-3,508	Closed	-$218K	–	338
2018 Q2	$218K	Sell	3,508 -498	-12%	-$34.1K	0.06%	264
2018 Q1	$293K	Sell	4,006 -934	-19%	-$73.3K	0.09%	207
2017 Q4	$380K	Buy	4,940 +210	+4%	+$15.9K	0.12%	166
2017 Q3	$348K	Sell	4,730 -229	-5%	-$16.2K	0.12%	192
2017 Q2	$335K	Sell	4,959 -25	-0.5%	-$1.65K	0.11%	186
2017 Q1	$326K	Sell	4,984 -67	-1%	-$4.58K	0.12%	188
2016 Q4	$335K	Sell	5,051 -5,745	-53%	-$334K	0.14%	151
2016 Q3	$507K	Buy	10,796 +1,681	+18%	+$75.3K	0.19%	117
2016 Q2	$353K	Buy	9,115 +1,645	+22%	+$69.8K	0.13%	149
2016 Q1	$293K	Buy	+7,470	New	+$292K	0.12%	163