Concord Wealth Partners Lincoln National Corp Transaction History

Concord Wealth Partners

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 30, 2024	SELL	$21.26 - $27.83 $10,353 - $13,553	-487 Reduced 94.02%	31 $0
Q4 2023 Feb 05, 2024	SELL	$21.26 - $27.83 $10,353 - $13,553	-487 Reduced 94.02%	31 $0
Q3 2023 Apr 30, 2024	BUY	$23.96 - $28.27 $11,668 - $13,767	487 Added 1570.97%	518 $12,000
Q3 2023 Oct 25, 2023	BUY	$23.96 - $28.27 $5,055 - $5,964	211 Added 68.73%	518 $12,000
Q2 2023 Aug 07, 2023	BUY	$19.11 - $25.76 $2,503 - $3,374	131 Added 74.43%	307 $7,000
Q1 2023 Apr 26, 2023	SELL	$20.3 - $36.1 $6,353 - $11,299	-313 Reduced 64.01%	176 $3,000
Q4 2022 Jan 27, 2023	BUY	$29.09 - $54.03 $14,225 - $26,420	489 New	489 $15,000
Q2 2022 Aug 04, 2022	BUY	$45.95 - $68.67 $21,458 - $32,068	467 Added 32.79%	1,891 $88,000
Q1 2022 Apr 20, 2022	SELL	$58.17 - $74.39 $8,609 - $11,009	-148 Reduced 9.41%	1,424 $93,000
Q4 2021 Jan 21, 2022	BUY	$62.86 - $76.13 $78,763 - $95,390	1,253 Added 392.79%	1,572 $107,000
Q3 2021 Nov 09, 2021	SELL	$57.0 - $71.89 $56,601 - $71,386	-993 Reduced 75.69%	319 $22,000
Q2 2021 Jul 29, 2021	BUY	$59.43 - $71.13 $61,628 - $73,761	1,037 Added 377.09%	1,312 $82,000
Q1 2021 May 13, 2021	BUY	$45.49 - $64.46 $12,509 - $17,726	275 New	275 $17,000

596

122M

2.6M

5.41M

Ticker LNC
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 170,226,000
Market Cap $5.53B
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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