Valeo Financial Advisors, LLC Lincoln National Corp Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Lincoln National Corp stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 7,616 shares of LNC stock, worth $247,291. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,616

Previous 7,616 -0.0%

Holding current value

$247,291

Previous $236,000 1.27%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	BUY	$26.85 - $33.31 $26 - $33	1 Added 0.01%	7,616 $236,000
Q4 2023 Jan 29, 2024	BUY	$21.26 - $27.83 $161,894 - $211,925	7,615 New	7,615 $205,000
Q2 2023 Jul 14, 2023	BUY	$19.11 - $25.76 $150,720 - $203,169	7,887 New	7,887 $203,000
Q4 2022 Feb 09, 2023	BUY	$29.09 - $54.03 $10,763 - $19,991	370 Added 5.85%	6,697 $205,000
Q3 2022 Oct 31, 2022	SELL	$43.59 - $51.79 $4,576 - $5,437	-105 Reduced 1.63%	6,327 $278,000
Q2 2022 Aug 03, 2022	SELL	$45.95 - $68.67 $2,113 - $3,158	-46 Reduced 0.71%	6,432 $301,000
Q1 2022 Apr 28, 2022	BUY	$58.17 - $74.39 $1,337 - $1,710	23 Added 0.36%	6,478 $423,000
Q4 2021 Jan 07, 2022	SELL	$62.86 - $76.13 $24,766 - $29,995	-394 Reduced 5.75%	6,455 $441,000
Q3 2021 Nov 02, 2021	BUY	$57.0 - $71.89 $22,344 - $28,180	392 Added 6.07%	6,849 $471,000
Q4 2020 Feb 11, 2021	SELL	$31.89 - $54.73 $25,448 - $43,674	-798 Reduced 11.0%	6,457 $325,000
Q3 2020 Oct 28, 2020	SELL	$30.14 - $39.81 $93,192 - $123,092	-3,092 Reduced 29.88%	7,255 $227,000
Q2 2020 Jul 20, 2020	BUY	$23.46 - $50.04 $797 - $1,701	34 Added 0.33%	10,347 $381,000
Q1 2020 Apr 13, 2020	BUY	$17.06 - $61.17 $52,169 - $187,057	3,058 Added 42.15%	10,313 $354,000
Q3 2019 Oct 15, 2019	BUY	$51.42 - $66.89 $4,113 - $5,351	80 Added 1.11%	7,255 $438,000
Q2 2019 Jul 10, 2019	BUY	$59.45 - $67.15 $282,863 - $319,499	4,758 Added 196.86%	7,175 $462,000
Q3 2018 Nov 01, 2018	BUY	$62.89 - $70.32 $5,345 - $5,977	85 Added 3.64%	2,417 $145,000
Q3 2017 Nov 14, 2017	BUY	$65.22 - $74.34 $152,093 - $173,360	2,332	2,332 $171,000

Others Institutions Holding LNC

# of Institutions

596

Shares Held

122M

Call Options Held

2.6M

Put Options Held

5.41M

View Full List

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...

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Valeo Financial Advisors, LLC Lincoln National Corp Transaction History