Allworth Financial’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.4K | Sell |
10,126
-2,109
| -17% | -$9.24K | ﹤0.01% | 2012 |
|
|
2025
Q1 | $40.9K | Sell |
12,235
-675
| -5% | -$2.26K | ﹤0.01% | 1651 |
|
|
2024
Q4 | $74.2K | Buy |
12,910
+6,914
| +115% | +$39.8K | ﹤0.01% | 1389 |
|
|
2024
Q3 | $42.6K | Buy |
5,996
+999
| +20% | +$7.09K | ﹤0.01% | 1481 |
|
|
2024
Q2 | $6.9K | Sell |
4,997
-3,277
| -40% | -$4.52K | ﹤0.01% | 2374 |
|
|
2024
Q1 | $12.9K | Sell |
8,274
-7,645
| -48% | -$11.9K | ﹤0.01% | 2000 |
|
|
2023
Q4 | $29.1K | Sell |
15,919
-1,234
| -7% | -$2.26K | ﹤0.01% | 1429 |
|
|
2023
Q3 | $24.4K | Buy |
17,153
+4,436
| +35% | +$6.3K | ﹤0.01% | 1406 |
|
|
2023
Q2 | $28.7K | Buy |
12,717
+1,718
| +16% | +$3.88K | ﹤0.01% | 1344 |
|
|
2023
Q1 | $29.1K | Buy |
10,999
+3,341
| +44% | +$8.85K | ﹤0.01% | 1271 |
|
|
2022
Q4 | $40K | Buy |
7,658
+1,600
| +26% | +$8.35K | ﹤0.01% | 1096 |
|
|
2022
Q3 | $44K | Buy |
6,058
+38
| +0.6% | +$276 | ﹤0.01% | 1000 |
|
|
2022
Q2 | $66K | Buy |
6,020
+1,594
| +36% | +$17.5K | ﹤0.01% | 819 |
|
|
2022
Q1 | $50K | Sell |
4,426
-1,641
| -27% | -$18.5K | ﹤0.01% | 887 |
|
|
2021
Q4 | $76K | Buy |
6,067
+2,035
| +50% | +$25.5K | ﹤0.01% | 745 |
|
|
2021
Q3 | $50K | Sell |
4,032
-183
| -4% | -$2.27K | ﹤0.01% | 776 |
|
|
2021
Q2 | $57K | Buy |
4,215
+61
| +1% | +$825 | ﹤0.01% | 589 |
|
|
2021
Q1 | $55K | Buy |
4,154
+111
| +3% | +$1.47K | ﹤0.01% | 551 |
|
|
2020
Q4 | $39K | Buy |
4,043
+97
| +2% | +$936 | ﹤0.01% | 520 |
|
|
2020
Q3 | $40K | Buy |
3,946
+77
| +2% | +$781 | ﹤0.01% | 457 |
|
|
2020
Q2 | $39K | Buy |
3,869
+121
| +3% | +$1.22K | ﹤0.01% | 464 |
|
|
2020
Q1 | $35K | Buy |
3,748
+2,909
| +347% | +$27.2K | ﹤0.01% | 463 |
|
|
2019
Q4 | $11K | Sell |
839
-12
| -1% | -$157 | ﹤0.01% | 630 |
|
|
2019
Q3 | $11K | Buy |
851
+2
| +0.2% | +$26 | ﹤0.01% | 564 |
|
|
2019
Q2 | $10K | Sell |
849
-108
| -11% | -$1.27K | ﹤0.01% | 589 |
|
|
2019
Q1 | $11K | Buy |
957
+188
| +24% | +$2.16K | ﹤0.01% | 558 |
|
|
2018
Q4 | $12K | Hold |
769
| – | – | ﹤0.01% | 487 |
|
|
2018
Q3 | $16K | Sell |
769
-156
| -17% | -$3.25K | ﹤0.01% | 469 |
|
|
2018
Q2 | $17K | Buy |
925
+12
| +1% | +$221 | ﹤0.01% | 430 |
|
|
2018
Q1 | $15K | Buy |
913
+3
| +0.3% | +$49 | ﹤0.01% | 416 |
|
|
2017
Q4 | $15K | Buy |
910
+2
| +0.2% | +$33 | ﹤0.01% | 422 |
|
|
2017
Q3 | $17K | Buy |
908
+100
| +12% | +$1.87K | ﹤0.01% | 392 |
|
|
2017
Q2 | $19K | Sell |
808
-89
| -10% | -$2.09K | ﹤0.01% | 383 |
|
|
2017
Q1 | $21K | Sell |
897
-170
| -16% | -$3.98K | ﹤0.01% | 357 |
|
|
2016
Q4 | $25K | Buy |
1,067
+296
| +38% | +$6.94K | ﹤0.01% | 289 |
|
|
2016
Q3 | $21K | Sell |
771
-9
| -1% | -$245 | ﹤0.01% | 318 |
|
|
2016
Q2 | $23K | Buy |
780
+1
| +0.1% | +$29 | ﹤0.01% | 290 |
|
|
2016
Q1 | $25K | Buy |
779
+118
| +18% | +$3.79K | ﹤0.01% | 283 |
|
|
2015
Q4 | $17K | Sell |
661
-1,732
| -72% | -$44.5K | ﹤0.01% | 323 |
|
|
2015
Q3 | $60K | Buy |
2,393
+63
| +3% | +$1.58K | 0.02% | 190 |
|
|
2015
Q2 | $68K | Buy |
2,330
+118
| +5% | +$3.44K | 0.02% | 179 |
|
|
2015
Q1 | $76K | Buy |
+2,212
| New | +$76K | 0.03% | 168 |
|
|
2013
Q4 | – | Sell |
-775
| Closed | -$24K | – | 77 |
|
|
2013
Q3 | $24K | Buy |
+775
| New | +$24K | 0.01% | 71 |
|