A detailed history of Sugarloaf Wealth Management, LLC transactions in Lincoln National Corp stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,767 shares of LNC stock, worth $57,374. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,767
Previous 2,424 27.1%
Holding current value
$57,374
Previous $75,000 26.67%
% of portfolio
0.01%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$28.71 - $34.05 $18,862 - $22,370
-657 Reduced 27.1%
1,767 $55,000
Q2 2024

Jul 08, 2024

BUY
$26.85 - $33.31 $402 - $499
15 Added 0.62%
2,424 $75,000
Q1 2024

Apr 23, 2024

SELL
$25.64 - $32.08 $7,025 - $8,789
-274 Reduced 10.21%
2,409 $76,000
Q4 2023

Jan 10, 2024

SELL
$21.26 - $27.83 $1,615 - $2,115
-76 Reduced 2.75%
2,683 $72,000
Q3 2023

Nov 13, 2023

BUY
$23.96 - $28.27 $431 - $508
18 Added 0.66%
2,759 $68,000
Q2 2023

Jul 13, 2023

BUY
$19.11 - $25.76 $14,791 - $19,938
774 Added 39.35%
2,741 $70,000
Q1 2023

Apr 26, 2023

BUY
$20.3 - $36.1 $284 - $505
14 Added 0.72%
1,967 $44,000
Q4 2022

Feb 03, 2023

SELL
$29.09 - $54.03 $63,387 - $117,731
-2,179 Reduced 52.73%
1,953 $59,000
Q3 2022

Oct 11, 2022

BUY
$43.59 - $51.79 $94,110 - $111,814
2,159 Added 109.43%
4,132 $182,000
Q2 2022

Jul 12, 2022

SELL
$45.95 - $68.67 $2,573 - $3,845
-56 Reduced 2.76%
1,973 $92,000
Q1 2021

Apr 19, 2021

SELL
$45.49 - $64.46 $17,604 - $24,946
-387 Reduced 16.02%
2,029 $126,000
Q4 2020

Feb 03, 2021

BUY
$31.89 - $54.73 $605 - $1,039
19 Added 0.79%
2,416 $122,000
Q3 2020

Nov 03, 2020

BUY
$30.14 - $39.81 $452 - $597
15 Added 0.63%
2,397 $75,000
Q2 2020

Jul 21, 2020

BUY
$23.46 - $50.04 $140 - $300
6 Added 0.25%
2,382 $88,000
Q1 2020

Apr 15, 2020

BUY
$17.06 - $61.17 $11,225 - $40,249
658 Added 38.3%
2,376 $63,000
Q4 2019

Jan 29, 2020

BUY
$53.92 - $62.18 $92,634 - $106,825
1,718 New
1,718 $101,000

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 $5.53B
  • 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...
More about LNC
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.