Captrust Financial Advisors Lincoln National Corp Transaction History

Captrust Financial Advisors

$34.2 Billion
Q4 2024

A detailed history of Captrust Financial Advisors transactions in Lincoln National Corp stock. As of the latest transaction made, Captrust Financial Advisors holds 40,215 shares of LNC stock, worth $1.57 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

40,215

Previous 43,323 7.17%

Holding current value

$1.57 Million

Previous $1.37 Million 6.59%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$30.46 - $36.84 $94,669 - $114,498	-3,108 Reduced 7.17%	40,215 $1.28 Million
Q3 2024 Nov 14, 2024	SELL	$28.71 - $34.05 $280,381 - $332,532	-9,766 Reduced 18.4%	43,323 $1.37 Million
Q2 2024 Aug 14, 2024	BUY	$26.85 - $33.31 $42,449 - $52,663	1,581 Added 3.07%	53,089 $1.65 Million
Q1 2024 May 15, 2024	SELL	$25.64 - $32.08 $1.12 Million - $1.4 Million	-43,793 Reduced 45.95%	51,508 $1.64 Million
Q4 2023 Feb 14, 2024	BUY	$21.26 - $27.83 $384,444 - $503,249	18,083 Added 23.42%	95,301 $2.57 Million
Q3 2023 Nov 14, 2023	BUY	$23.96 - $28.27 $43,056 - $50,801	1,797 Added 2.38%	77,218 $1.91 Million
Q2 2023 Aug 14, 2023	BUY	$19.11 - $25.76 $190,603 - $256,930	9,974 Added 15.24%	75,421 $1.94 Million
Q1 2023 May 15, 2023	BUY	$20.3 - $36.1 $34,652 - $61,622	1,707 Added 2.68%	65,447 $1.47 Million
Q4 2022 Feb 15, 2023	SELL	$29.09 - $54.03 $274,725 - $510,259	-9,444 Reduced 12.9%	63,740 $1.96 Million
Q3 2022 Nov 16, 2022	BUY	$43.59 - $51.79 $947,515 - $1.13 Million	21,737 Added 42.25%	73,184 $3.21 Million
Q2 2022 Aug 23, 2022	SELL	$45.95 - $68.67 $434,778 - $649,755	-9,462 Reduced 15.53%	51,447 $2.41 Million
Q2 2022 Aug 16, 2022	BUY	$45.95 - $68.67 $147,040 - $219,744	3,200 Added 5.55%	60,909 $2.85 Million
Q1 2022 May 16, 2022	BUY	$58.17 - $74.39 $372,695 - $476,616	6,407 Added 12.49%	57,709 $3.77 Million
Q4 2021 Feb 14, 2022	BUY	$62.86 - $76.13 $109,690 - $132,846	1,745 Added 3.52%	51,302 $3.5 Million
Q3 2021 Nov 16, 2021	BUY	$57.0 - $71.89 $529,815 - $668,217	9,295 Added 23.09%	49,557 $3.41 Million
Q2 2021 Aug 16, 2021	BUY	$59.43 - $71.13 $14,025 - $16,786	236 Added 0.59%	40,262 $2.53 Million
Q1 2021 May 17, 2021	BUY	$45.49 - $64.46 $48,355 - $68,520	1,063 Added 2.73%	40,026 $2.49 Million
Q4 2020 Feb 16, 2021	BUY	$31.89 - $54.73 $117,100 - $200,968	3,672 Added 10.4%	38,963 $1.96 Million
Q3 2020 Nov 17, 2020	SELL	$30.14 - $39.81 $523,712 - $691,738	-17,376 Reduced 32.99%	35,291 $1.13 Million
Q2 2020 Aug 14, 2020	BUY	$23.46 - $50.04 $245,321 - $523,268	10,457 Added 24.77%	52,667 $1.83 Million
Q1 2020 May 15, 2020	SELL	$17.06 - $61.17 $221,507 - $794,231	-12,984 Reduced 23.52%	42,210 $1.01 Million
Q4 2019 Feb 14, 2020	BUY	$53.92 - $62.18 $2.75 Million - $3.17 Million	51,032 Added 1226.14%	55,194 $3.3 Million
Q3 2019 Nov 14, 2019	BUY	$51.42 - $66.89 $1,594 - $2,073	31 Added 0.75%	4,162 $251,000
Q1 2019 May 15, 2019	SELL	$50.84 - $63.35 $660 - $823	-13 Reduced 0.31%	4,131 $242,000
Q4 2018 Feb 13, 2019	BUY	$48.79 - $70.58 $2,829 - $4,093	58 Added 1.42%	4,144 $213,000
Q3 2018 Nov 15, 2018	BUY	$62.89 - $70.32 $102,950 - $115,113	1,637 Added 66.84%	4,086 $276,000
Q2 2018 Aug 13, 2018	BUY	$62.09 - $72.22 $27,009 - $31,415	435 Added 21.6%	2,449 $152,000
Q1 2018 May 15, 2018	SELL	$70.36 - $85.91 $1.04 Million - $1.28 Million	-14,842 Reduced 88.05%	2,014 $143,000
Q4 2017 Feb 14, 2018	BUY	$73.14 - $78.54 $352,461 - $378,484	4,819 Added 40.03%	16,856 $1.3 Million
Q3 2017 Feb 16, 2018	SELL	$65.22 - $74.34 $147,201 - $167,785	-2,257 Reduced 15.79%	12,037 $895,000
Q3 2017 Nov 13, 2017	BUY	$65.22 - $74.34 $31,827 - $36,277	488 Added 3.53%	14,294 $1.05 Million
Q2 2017 Nov 13, 2017	BUY	N/A	13,806	13,806 $933,000

Others Institutions Holding LNC

# of Institutions

622

Shares Held

125M

Call Options Held

2.66M

Put Options Held

5.06M

View Full List

About LINCOLN NATIONAL CORP

Ticker LNC
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 170,226,000
Market Cap $6.63B
Description
Lincoln National Corporation, through its subsidiaries, operates multiple insurance and retirement businesses in the United States. It operates through four segments: Annuities, Retirement Plan Services, Life Insurance, and Group Protection. The Annuities segment offers fixed, variable, and indexed variable annuities. The Retirement Plan Service...

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Captrust Financial Advisors Lincoln National Corp Transaction History