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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

LNC holding history

Lincoln National Corp in every 13F filed by Sutton Wealth Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LNC overviewAll 13F holders of LNCFull Q3 2023 holdings

Shares (Q3 2023)
248
Value
$6.12K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of LNC by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2023248$6.12K<0.1%−77−23.7%ReducedHolders
Q2 2023325$8.37K<0.1%+17+5.5%AddedHolders
Q1 2023308$6.92K<0.1%+200+185.2%AddedHolders
Q4 2022108$3.32K<0.1%+12+12.5%AddedHolders
Q3 202296$4.21K<0.1%00.0%UnchangedHolders
Q2 202296$4.49K<0.1%−8−7.7%ReducedHolders
Q1 2022104$6.80K<0.1%+12+13.0%AddedHolders
Q4 202192$6.28K<0.1%00.0%UnchangedHolders
Q3 202192$6.33K<0.1%00.0%UnchangedHolders
Q2 202192$5.78K<0.1%00.0%UnchangedHolders
Q1 202192$5.73K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.