Regent Peak Wealth Advisors LLC Lincoln National Corp Transaction History

Regent Peak Wealth Advisors LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 19, 2023	BUY	$19.11 - $25.76 $201,667 - $271,845	10,553 New	10,553 $271,000
Q3 2022 Nov 14, 2022	SELL	$43.59 - $51.79 $1,482 - $1,760	-34 Reduced 0.64%	5,250 $230,000
Q2 2022 Aug 11, 2022	BUY	$45.95 - $68.67 $2,297 - $3,433	50 Added 0.96%	5,284 $247,000
Q1 2022 May 03, 2022	SELL	$58.17 - $74.39 $3,432 - $4,389	-59 Reduced 1.11%	5,234 $342,000
Q4 2021 Feb 11, 2022	BUY	$62.86 - $76.13 $3,143 - $3,806	50 Added 0.95%	5,293 $361,000
Q3 2021 Nov 08, 2021	BUY	$57.0 - $71.89 $4,104 - $5,176	72 Added 1.39%	5,243 $360,000
Q2 2021 Aug 16, 2021	BUY	$59.43 - $71.13 $307,312 - $367,813	5,171 New	5,171 $319,000
Q1 2021 Apr 28, 2021	SELL	$45.49 - $64.46 $113,679 - $161,085	-2,499 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$31.89 - $54.73 $79,693 - $136,770	2,499 New	2,499 $126,000

607

122M

2.6M

5.41M

Ticker LNC
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 170,226,000
Market Cap $5.73B
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...

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

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.