A detailed history of Holistic Financial Partners transactions in Lincoln National Corp stock. As of the latest transaction made, Holistic Financial Partners holds 9,630 shares of LNC stock, worth $336,472. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,630
Previous 9,630 -0.0%
Holding current value
$336,472
Previous $299,000 1.34%
% of portfolio
0.15%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

SELL
$19.11 - $25.76 $5,828 - $7,856
-305 Reduced 3.07%
9,630 $248,000
Q1 2023

May 04, 2023

BUY
$20.3 - $36.1 $6,191 - $11,010
305 Added 3.17%
9,935 $223,000
Q4 2018

Feb 11, 2019

SELL
$48.79 - $70.58 $6,342 - $9,175
-130 Reduced 1.33%
9,630 $494,000
Q3 2018

Nov 05, 2018

BUY
$62.89 - $70.32 $613,806 - $686,323
9,760 New
9,760 $660,000
Q2 2018

Aug 14, 2018

SELL
$62.09 - $72.22 $605,998 - $704,867
-9,760 Closed
0 $0
Q4 2017

Feb 09, 2018

BUY
$73.14 - $78.54 $713,846 - $766,550
9,760
9,760 $750,000

Others Institutions Holding LNC

About LINCOLN NATIONAL CORP


  • Ticker LNC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Life
  • Shares Outstandng 170,226,000
  • Market Cap $5.95B
  • 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...
More about LNC
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