BPA
Beacon Pointe Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,120
| Closed | -$39.7K | – | 1246 |
|
|
2025
Q1 | $39.7K | Buy |
+10,120
| New | +$39.7K | ﹤0.01% | 1179 |
|
|
2023
Q2 | – | Sell |
-11,914
| Closed | -$31.6K | – | 1140 |
|
|
2023
Q1 | $31.6K | Sell |
11,914
-15,880
| -57% | -$42.1K | ﹤0.01% | 1125 |
|
|
2022
Q4 | $145K | Buy |
27,794
+16,414
| +144% | +$85.7K | ﹤0.01% | 1015 |
|
|
2022
Q3 | $82K | Sell |
11,380
-797
| -7% | -$5.74K | ﹤0.01% | 967 |
|
|
2022
Q2 | $132K | Sell |
12,177
-510,363
| -98% | -$5.53M | ﹤0.01% | 995 |
|
|
2022
Q1 | $5.89M | Buy |
522,540
+443,938
| +565% | +$5M | 0.08% | 227 |
|
|
2021
Q4 | $986K | Buy |
78,602
+48,872
| +164% | +$613K | 0.03% | 382 |
|
|
2021
Q3 | $368K | Sell |
29,730
-40,525
| -58% | -$502K | 0.01% | 628 |
|
|
2021
Q2 | $955K | Buy |
70,255
+53,362
| +316% | +$725K | 0.03% | 345 |
|
|
2021
Q1 | $224K | Buy |
+16,893
| New | +$224K | 0.01% | 464 |
|