Welch & Forbes’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 | $208K | Hold |
6,000
| – | – | ﹤0.01% | 369 |
|
|
2025
Q1 | $215K | Buy |
+6,000
| New | +$215K | ﹤0.01% | 354 |
|
|
2022
Q4 | – | Sell |
-6,000
| Closed | -$263K | – | 377 |
|
|
2022
Q3 | $263K | Hold |
6,000
| – | – | 0.01% | 340 |
|
|
2022
Q2 | $281K | Hold |
6,000
| – | – | 0.01% | 335 |
|
|
2022
Q1 | $392K | Hold |
6,000
| – | – | 0.01% | 310 |
|
|
2021
Q4 | $410K | Hold |
6,000
| – | – | 0.01% | 303 |
|
|
2021
Q3 | $413K | Hold |
6,000
| – | – | 0.01% | 299 |
|
|
2021
Q2 | $377K | Hold |
6,000
| – | – | 0.01% | 322 |
|
|
2021
Q1 | $374K | Hold |
6,000
| – | – | 0.01% | 314 |
|
|
2020
Q4 | $302K | Buy |
+6,000
| New | +$302K | 0.01% | 335 |
|
|
2020
Q3 | – | Sell |
-6,000
| Closed | -$221K | – | 356 |
|
|
2020
Q2 | $221K | Buy |
+6,000
| New | +$221K | 0.01% | 336 |
|
|
2020
Q1 | – | Sell |
-6,000
| Closed | -$354K | – | 347 |
|
|
2019
Q4 | $354K | Hold |
6,000
| – | – | 0.01% | 290 |
|
|
2019
Q3 | $362K | Sell |
6,000
-74
| -1% | -$4.47K | 0.01% | 292 |
|
|
2019
Q2 | $391K | Buy |
6,074
+74
| +1% | +$4.76K | 0.01% | 280 |
|
|
2019
Q1 | $352K | Hold |
6,000
| – | – | 0.01% | 287 |
|
|
2018
Q4 | $308K | Hold |
6,000
| – | – | 0.01% | 286 |
|
|
2018
Q3 | $406K | Hold |
6,000
| – | – | 0.01% | 278 |
|
|
2018
Q2 | $374K | Sell |
6,000
-2,159
| -26% | -$135K | 0.01% | 282 |
|
|
2018
Q1 | $597K | Buy |
8,159
+99
| +1% | +$7.24K | 0.02% | 236 |
|
|
2017
Q4 | $619K | Hold |
8,060
| – | – | 0.02% | 220 |
|
|
2017
Q3 | $592K | Hold |
8,060
| – | – | 0.02% | 225 |
|
|
2017
Q2 | $544K | Sell |
8,060
-9
| -0.1% | -$607 | 0.02% | 228 |
|
|
2017
Q1 | $528K | Buy |
8,069
+9
| +0.1% | +$589 | 0.02% | 233 |
|
|
2016
Q4 | $535K | Hold |
8,060
| – | – | 0.02% | 229 |
|
|
2016
Q3 | $379K | Hold |
8,060
| – | – | 0.01% | 236 |
|
|
2016
Q2 | $313K | Sell |
8,060
-1,000
| -11% | -$38.8K | 0.01% | 277 |
|
|
2016
Q1 | $355K | Sell |
9,060
-4,075
| -31% | -$160K | 0.01% | 270 |
|
|
2015
Q4 | $661K | Buy |
13,135
+2,060
| +19% | +$104K | 0.02% | 214 |
|
|
2015
Q3 | $526K | Sell |
11,075
-2,560
| -19% | -$122K | 0.02% | 242 |
|
|
2015
Q2 | $807K | Hold |
13,635
| – | – | 0.03% | 212 |
|
|
2015
Q1 | $783K | Sell |
13,635
-1,500
| -10% | -$86.1K | 0.02% | 220 |
|
|
2014
Q4 | $873K | Buy |
15,135
+550
| +4% | +$31.7K | 0.03% | 218 |
|
|
2014
Q3 | $782K | Buy |
14,585
+4,025
| +38% | +$216K | 0.02% | 222 |
|
|
2014
Q2 | $543K | Hold |
10,560
| – | – | 0.02% | 241 |
|
|
2014
Q1 | $535K | Hold |
10,560
| – | – | 0.02% | 251 |
|
|
2013
Q4 | $545K | Hold |
10,560
| – | – | 0.02% | 241 |
|
|
2013
Q3 | $443K | Sell |
10,560
-1,500
| -12% | -$62.9K | 0.01% | 264 |
|
|
2013
Q2 | $440K | Buy |
+12,060
| New | +$440K | 0.02% | 245 |
|