Number of Shares
219,584.00
Current Holdings Value*
$7.89 Mil
% of Portfolio
2.25%
Total Estimate Gain
$-7.85 Mil
% of Total Estimate Gain
-50.45%

OAK HARBOR WEALTH PARTNERS, LLC's Lincoln National Corp Holding Summary

As of 2025-03-31, OAK HARBOR WEALTH PARTNERS, LLC held 219,584.00 shares of Lincoln National Corp(LNC), totaling $7.89 Mil. This investment constitutes 2.25% of their stock portfolio, and OAK HARBOR WEALTH PARTNERS, LLC now holds 0.13% of the outstanding Lincoln National Corp(LNC) stock.

The initial trade took place in 2021Q4. And since then OAK HARBOR WEALTH PARTNERS, LLC has made 3 purchases of LNC, at an average price of $69.90, for a total of 222,570.00 shares. In addition, there have been 2 sales at an average price of $28.36 for 2,986.00 shares. Based on historical transaction data and LNC's current price of $34.72, OAK HARBOR WEALTH PARTNERS, LLC's estimated gain on his LNC holdings is $-7.85 Mil, reflecting a -50.45% gain to date.

OAK HARBOR WEALTH PARTNERS, LLC LNC ($34.72) Holding Chart

OAK HARBOR WEALTH PARTNERS, LLC LNC ($34.72) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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