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WealthSource Partners’s Lincoln National LNC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,028
Closed -$263K 561
2022
Q1
$263K Sell
4,028
-90
-2% -$5.88K 0.02% 483
2021
Q4
$281K Buy
4,118
+150
+4% +$10.2K 0.02% 442
2021
Q3
$273K Buy
3,968
+101
+3% +$6.95K 0.02% 419
2021
Q2
$243K Sell
3,867
-234
-6% -$14.7K 0.02% 408
2021
Q1
$255K Sell
4,101
-2,824
-41% -$176K 0.03% 363
2020
Q4
$348K Sell
6,925
-1,333
-16% -$67K 0.04% 265
2020
Q3
$259K Sell
8,258
-444
-5% -$13.9K 0.03% 293
2020
Q2
$320K Hold
8,702
0.05% 231
2020
Q1
$229K Buy
8,702
+3,410
+64% +$89.7K 0.04% 278
2019
Q4
$312K Sell
5,292
-183
-3% -$10.8K 0.04% 305
2019
Q3
$330K Buy
5,475
+144
+3% +$8.68K 0.05% 310
2019
Q2
$344K Sell
5,331
-16
-0.3% -$1.03K 0.05% 309
2019
Q1
$314K Sell
5,347
-460
-8% -$27K 0.07% 245
2018
Q4
$298K Buy
+5,807
New +$298K 0.09% 212
2018
Q3
Sell
-3,508
Closed -$218K 336
2018
Q2
$218K Sell
3,508
-498
-12% -$30.9K 0.06% 264
2018
Q1
$293K Sell
4,006
-934
-19% -$68.3K 0.09% 207
2017
Q4
$380K Buy
4,940
+210
+4% +$16.2K 0.12% 166
2017
Q3
$348K Sell
4,730
-229
-5% -$16.8K 0.12% 192
2017
Q2
$335K Sell
4,959
-25
-0.5% -$1.69K 0.11% 186
2017
Q1
$326K Sell
4,984
-67
-1% -$4.38K 0.12% 188
2016
Q4
$335K Sell
5,051
-5,745
-53% -$381K 0.14% 151
2016
Q3
$507K Buy
10,796
+1,681
+18% +$78.9K 0.19% 117
2016
Q2
$353K Buy
9,115
+1,645
+22% +$63.7K 0.13% 149
2016
Q1
$293K Buy
+7,470
New +$293K 0.12% 163