Bell Investment Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386 | Sell |
88
-103
| -54% | -$452 | ﹤0.01% | 1810 |
|
|
2025
Q1 | $749 | Buy |
191
+103
| +117% | +$404 | ﹤0.01% | 1646 |
|
|
2024
Q4 | $468 | Sell |
88
-201
| -70% | -$1.07K | ﹤0.01% | 1791 |
|
|
2024
Q3 | $2.05K | Buy |
289
+88
| +44% | +$625 | ﹤0.01% | 1350 |
|
|
2024
Q2 | $222 | Hold |
201
| – | – | ﹤0.01% | 1917 |
|
|
2024
Q1 | $314 | Hold |
201
| – | – | ﹤0.01% | 1885 |
|
|
2023
Q4 | $368 | Sell |
201
-217
| -52% | -$397 | ﹤0.01% | 1878 |
|
|
2023
Q3 | $594 | Sell |
418
-255
| -38% | -$362 | ﹤0.01% | 1725 |
|
|
2023
Q2 | $1.52K | Sell |
673
-137
| -17% | -$310 | ﹤0.01% | 1430 |
|
|
2023
Q1 | $2.15K | Buy |
810
+16
| +2% | +$42 | ﹤0.01% | 1229 |
|
|
2022
Q4 | $4.15K | Buy |
794
+455
| +134% | +$2.38K | ﹤0.01% | 908 |
|
|
2022
Q3 | $2K | Buy |
339
+18
| +6% | +$106 | ﹤0.01% | 1150 |
|
|
2022
Q2 | $4K | Buy |
+321
| New | +$4K | ﹤0.01% | 819 |
|
|
2021
Q4 | $9K | Buy |
746
+168
| +29% | +$2.03K | ﹤0.01% | 524 |
|
|
2021
Q3 | $7K | Buy |
+578
| New | +$7K | ﹤0.01% | 581 |
|