Ballentine Partners’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $163K | Sell |
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|
2025
Q2 | $117K | Buy |
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|
2025
Q1 | $86.2K | Sell |
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|
2024
Q4 | $160K | Buy |
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|
2024
Q3 | $186K | Buy |
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|
2024
Q2 | $13.4K | Sell |
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|
2024
Q1 | $42.8K | Sell |
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|
2023
Q4 | $53.5K | Buy |
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|
2023
Q3 | $17.3K | Sell |
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|
2023
Q2 | $29.8K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $69.8K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $157K | Buy |
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