Allworth Financial’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $79.7K | Buy |
10,383
+690
| +7% | +$6.05K | ﹤0.01% | 2109 |
|
|
2026
Q1 | $67.4K | Buy |
9,693
+927
| +11% | +$7.02K | ﹤0.01% | 2109 |
|
|
2025
Q4 | $68.1K | Buy |
8,766
+517
| +6% | +$4.25K | ﹤0.01% | 1992 |
|
|
2025
Q3 | $50.5K | Sell |
8,249
-1,877
| -19% | -$9.01K | ﹤0.01% | 2095 |
|
|
2025
Q2 | $44.4K | Sell |
10,126
-2,109
| -17% | -$8.17K | ﹤0.01% | 2020 |
|
|
2025
Q1 | $40.9K | Sell |
12,235
-675
| -5% | -$3.36K | ﹤0.01% | 1658 |
|
|
2024
Q4 | $74.2K | Buy |
12,910
+6,914
| +115% | +$47.7K | ﹤0.01% | 1394 |
|
|
2024
Q3 | $42.6K | Buy |
5,996
+999
| +20% | +$4.26K | ﹤0.01% | 1483 |
|
|
2024
Q2 | $6.9K | Sell |
4,997
-3,277
| -40% | -$4.16K | ﹤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% | -$1.75K | ﹤0.01% | 1429 |
|
|
2023
Q3 | $24.4K | Buy |
17,153
+4,436
| +35% | +$7.51K | ﹤0.01% | 1406 |
|
|
2023
Q2 | $28.7K | Buy |
12,717
+1,718
| +16% | +$3.78K | ﹤0.01% | 1344 |
|
|
2023
Q1 | $29.1K | Buy |
10,999
+3,341
| +44% | +$13.5K | ﹤0.01% | 1271 |
|
|
2022
Q4 | $40K | Buy |
7,658
+1,600
| +26% | +$9.83K | ﹤0.01% | 1096 |
|
|
2022
Q3 | $44K | Buy |
6,058
+38
| +0.6% | +$387 | ﹤0.01% | 1000 |
|
|
2022
Q2 | $66K | Buy |
6,020
+1,594
| +36% | +$17.9K | ﹤0.01% | 819 |
|
|
2022
Q1 | $50K | Sell |
4,426
-1,641
| -27% | -$18.8K | ﹤0.01% | 887 |
|
|
2021
Q4 | $76K | Buy |
6,067
+2,035
| +50% | +$25.9K | ﹤0.01% | 745 |
|
|
2021
Q3 | $50K | Sell |
4,032
-183
| -4% | -$2.29K | ﹤0.01% | 776 |
|
|
2021
Q2 | $57K | Buy |
4,215
+61
| +1% | +$842 | ﹤0.01% | 589 |
|
|
2021
Q1 | $55K | Buy |
4,154
+111
| +3% | +$1.38K | ﹤0.01% | 551 |
|
|
2020
Q4 | $39K | Buy |
4,043
+97
| +2% | +$957 | ﹤0.01% | 520 |
|
|
2020
Q3 | $40K | Buy |
3,946
+77
| +2% | +$800 | ﹤0.01% | 457 |
|
|
2020
Q2 | $39K | Buy |
3,869
+121
| +3% | +$1.21K | ﹤0.01% | 464 |
|
|
2020
Q1 | $35K | Buy |
3,748
+2,909
| +347% | +$36.4K | ﹤0.01% | 463 |
|
|
2019
Q4 | $11K | Sell |
839
-12
| -1% | -$161 | ﹤0.01% | 630 |
|
|
2019
Q3 | $11K | Buy |
851
+2
| +0.2% | +$24 | ﹤0.01% | 564 |
|
|
2019
Q2 | $10K | Sell |
849
-108
| -11% | -$1.22K | ﹤0.01% | 589 |
|
|
2019
Q1 | $11K | Buy |
957
+188
| +24% | +$2.61K | ﹤0.01% | 558 |
|
|
2018
Q4 | $12K | Hold |
769
| – | – | ﹤0.01% | 487 |
|
|
2018
Q3 | $16K | Sell |
769
-156
| -17% | -$3.26K | ﹤0.01% | 469 |
|
|
2018
Q2 | $17K | Buy |
925
+12
| +1% | +$218 | ﹤0.01% | 430 |
|
|
2018
Q1 | $15K | Buy |
913
+3
| +0.3% | +$52 | ﹤0.01% | 416 |
|
|
2017
Q4 | $15K | Buy |
910
+2
| +0.2% | +$34 | ﹤0.01% | 422 |
|
|
2017
Q3 | $17K | Buy |
908
+100
| +12% | +$2.1K | ﹤0.01% | 392 |
|
|
2017
Q2 | $19K | Sell |
808
-89
| -10% | -$2.24K | ﹤0.01% | 383 |
|
|
2017
Q1 | $21K | Sell |
897
-170
| -16% | -$4.15K | ﹤0.01% | 357 |
|
|
2016
Q4 | $25K | Buy |
1,067
+296
| +38% | +$7.52K | ﹤0.01% | 289 |
|
|
2016
Q3 | $21K | Sell |
771
-9
| -1% | -$263 | ﹤0.01% | 318 |
|
|
2016
Q2 | $23K | Buy |
780
+1
| +0.1% | +$29 | ﹤0.01% | 290 |
|
|
2016
Q1 | $25K | Buy |
779
+118
| +18% | +$3.31K | ﹤0.01% | 283 |
|
|
2015
Q4 | $17K | Sell |
661
-1,732
| -72% | -$46.5K | ﹤0.01% | 323 |
|
|
2015
Q3 | $60K | Buy |
2,393
+63
| +3% | +$1.74K | 0.02% | 190 |
|
|
2015
Q2 | $68K | Buy |
2,330
+118
| +5% | +$4.02K | 0.02% | 179 |
|
|
2015
Q1 | $76K | Buy |
+2,212
| New | +$82.6K | 0.03% | 168 |
|
|
2013
Q4 | – | Sell |
-775
| Closed | -$24K | – | 77 |
|
|
2013
Q3 | $24K | Buy |
+775
| New | +$26.4K | 0.01% | 71 |
|
Other funds holding LUMN
Allworth Financial's LUMN Position: Q2 2026 in Review
Allworth Financial increased its Lumen (LUMN) stake by 7.1% in Q2 2026, buying an estimated $6.05K and bringing the position to 10,383 shares worth $79.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.
Allworth Financial first reported a position in LUMN in Q3 2013 and has held it in 47 quarters since. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- Allworth Financial held 10,383 shares of Lumen worth $79.7K as of Q2 2026.
- Allworth Financial bought 690 Lumen shares in Q2 2026, an estimated $6.05K.
- Lumen made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2109 holding.
- Allworth Financial first reported a position in Lumen in Q3 2013 and has held it in 47 quarters since.
- 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.