Wealthsource Partners, LLC Lincoln National Corp Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 10, 2022	SELL	$45.95 - $68.67 $185,086 - $276,602	-4,028 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$58.17 - $74.39 $5,235 - $6,695	-90 Reduced 2.19%	4,028 $263,000
Q4 2021 Feb 14, 2022	BUY	$62.86 - $76.13 $9,429 - $11,419	150 Added 3.78%	4,118 $281,000
Q3 2021 Nov 18, 2021	BUY	$57.0 - $71.89 $5,757 - $7,260	101 Added 2.61%	3,968 $273,000
Q2 2021 Nov 18, 2021	SELL	$59.43 - $71.13 $13,906 - $16,644	-234 Reduced 5.71%	3,867 $243,000
Q1 2021 Jun 21, 2021	SELL	$45.49 - $64.46 $128,463 - $182,035	-2,824 Reduced 40.78%	4,101 $255,000
Q4 2020 Feb 12, 2021	SELL	$31.89 - $54.73 $42,509 - $72,955	-1,333 Reduced 16.14%	6,925 $348,000
Q3 2020 Nov 16, 2020	SELL	$30.14 - $39.81 $13,382 - $17,675	-444 Reduced 5.1%	8,258 $258,000
Q1 2020 May 12, 2020	BUY	$17.06 - $61.17 $58,174 - $208,589	3,410 Added 64.44%	8,702 $229,000
Q4 2019 Feb 12, 2020	SELL	$53.92 - $62.18 $9,867 - $11,378	-183 Reduced 3.34%	5,292 $312,000
Q3 2019 Nov 15, 2019	BUY	$51.42 - $66.89 $7,404 - $9,632	144 Added 2.7%	5,475 $330,000
Q2 2019 Aug 09, 2019	SELL	$59.45 - $67.15 $951 - $1,074	-16 Reduced 0.3%	5,331 $344,000
Q1 2019 May 16, 2019	SELL	$50.84 - $63.35 $23,386 - $29,141	-460 Reduced 7.92%	5,347 $314,000
Q4 2018 Feb 06, 2019	BUY	$48.79 - $70.58 $283,323 - $409,858	5,807 New	5,807 $298,000
Q3 2018 Nov 13, 2018	SELL	$62.89 - $70.32 $220,618 - $246,682	-3,508 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	$62.09 - $72.22 $30,920 - $35,965	-498 Reduced 12.43%	3,508 $218,000
Q1 2018 Apr 16, 2018	SELL	$70.36 - $85.91 $68,812 - $84,019	-978 Reduced 19.62%	4,006 $293,000
Q1 2018 Apr 16, 2018	BUY	$70.36 - $85.91 $3,095 - $3,780	44 Added 0.89%	4,984 $326,000
Q4 2017 Feb 16, 2018	BUY	$73.14 - $78.54 $15,359 - $16,493	210 Added 4.44%	4,940 $380,000
Q3 2017 Nov 20, 2017	SELL	$65.22 - $74.34 $14,935 - $17,023	-229 Reduced 4.62%	4,730 $348,000
Q2 2017 Aug 16, 2017	BUY	N/A	4,959	4,959 $335,000

Others Institutions Holding LNC

# of Institutions

611

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 $6.09B
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

Portfolio Update

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

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Account