Avantax Advisory Services’s Lumen LUMN Stock Holding History

Avantax Advisory Services’s Portfolio LUMN Stock Details LUMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$87.9K	Sell	20,078 -1,514	-7%	-$5.87K	﹤0.01%	2298
2025 Q1	$84.6K	Buy	21,592 +1,654	+8%	+$8.24K	﹤0.01%	2169
2024 Q4	$106K	Buy	19,938 +969	+5%	+$6.69K	﹤0.01%	2120
2024 Q3	$135K	Buy	18,969 +2,839	+18%	+$12.1K	﹤0.01%	2049
2024 Q2	$17.7K	Buy	16,130 +6,008	+59%	+$7.62K	﹤0.01%	2058
2024 Q1	$15.8K	Sell	10,122 -2,803	-22%	-$4.38K	﹤0.01%	1637
2023 Q4	$23.7K	Sell	12,925 -5,988	-32%	-$8.49K	﹤0.01%	1558
2023 Q3	$26.9K	Sell	18,913 -2,792	-13%	-$4.73K	﹤0.01%	1524
2023 Q2	$49.1K	Sell	21,705 -3,191	-13%	-$7.03K	﹤0.01%	1477
2023 Q1	$66K	Sell	24,896 -13,469	-35%	-$54.3K	﹤0.01%	1440
2022 Q4	$200K	Sell	38,365 -18,814	-33%	-$116K	﹤0.01%	1317
2022 Q3	$416K	Sell	57,179 -5,537	-9%	-$56.3K	0.01%	863
2022 Q2	$684K	Buy	62,716 +5,575	+10%	+$62.6K	0.01%	660
2022 Q1	$647K	Buy	57,141 +16,636	+41%	+$190K	0.01%	696
2021 Q4	$508K	Sell	40,505 -712	-2%	-$9.06K	0.01%	757
2021 Q3	$511K	Buy	41,217 +5,520	+15%	+$69.2K	0.01%	716
2021 Q2	$483K	Buy	35,697 +8,994	+34%	+$124K	0.01%	719
2021 Q1	$356K	Buy	26,703 +3,394	+15%	+$42.2K	0.01%	741
2020 Q4	$227K	Sell	23,309 -30,020	-56%	-$296K	0.01%	832
2020 Q3	$538K	Buy	53,329 +41,717	+359%	+$433K	0.01%	764
2020 Q2	$118K	Sell	11,612 -4,144	-26%	-$41.5K	﹤0.01%	816
2020 Q1	$149K	Sell	15,756 -257	-2%	-$3.21K	﹤0.01%	744
2019 Q4	$213K	Buy	16,013 +5,746	+56%	+$77K	﹤0.01%	763
2019 Q3	$128K	Buy	+10,267	New	+$122K	0.01%	552

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Avantax Advisory Services's LUMN Position: Q2 2025 in Review

Avantax Advisory Services reduced its Lumen (LUMN) stake by 7% in Q2 2025, selling an estimated $5.87K and leaving 20,078 shares worth $87.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Avantax Advisory Services first reported a position in LUMN in Q3 2019 and has held it in 24 quarters since. The position peaked at $684K in Q2 2022. 552 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

Avantax Advisory Services held 20,078 shares of Lumen worth $87.9K as of Q2 2025.
Avantax Advisory Services sold 1,514 Lumen shares in Q2 2025, an estimated $5.87K.
Lumen made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2298 holding.
Avantax Advisory Services first reported a position in Lumen in Q3 2019 and has held it in 24 quarters since.
Avantax Advisory Services's Lumen position peaked at $684K in Q2 2022.
552 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.