BOK Financial Private Wealth’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,943
| Closed | -$10.1K | – | 479 |
|
|
2022
Q4 | $10.1K | Hold |
1,943
| – | – | ﹤0.01% | 321 |
|
|
2022
Q3 | $14K | Hold |
1,943
| – | – | ﹤0.01% | 319 |
|
|
2022
Q2 | $21K | Buy |
+1,943
| New | +$21K | ﹤0.01% | 313 |
|
|
2022
Q1 | – | Sell |
-13,763
| Closed | -$173K | – | 328 |
|
|
2021
Q4 | $173K | Buy |
13,763
+3,468
| +34% | +$43.6K | 0.01% | 299 |
|
|
2021
Q3 | $128K | Buy |
+10,295
| New | +$128K | 0.01% | 239 |
|
|
2020
Q2 | – | Sell |
-21,489
| Closed | -$203K | – | 186 |
|
|
2020
Q1 | $203K | Sell |
21,489
-1,592
| -7% | -$15K | 0.02% | 179 |
|
|
2019
Q4 | $305K | Sell |
23,081
-181
| -0.8% | -$2.39K | 0.03% | 155 |
|
|
2019
Q3 | $290K | Sell |
23,262
-2,179
| -9% | -$27.2K | 0.04% | 103 |
|
|
2019
Q2 | $299K | Buy |
25,441
+612
| +2% | +$7.19K | 0.04% | 95 |
|
|
2019
Q1 | $298K | Buy |
24,829
+8,137
| +49% | +$97.7K | 0.04% | 83 |
|
|
2018
Q4 | $253K | Buy |
16,692
+4
| +0% | +$61 | 0.03% | 101 |
|
|
2018
Q3 | $354K | Sell |
16,688
-53
| -0.3% | -$1.12K | 0.06% | 67 |
|
|
2018
Q2 | $312K | Sell |
16,741
-41
| -0.2% | -$764 | 0.05% | 69 |
|
|
2018
Q1 | $276K | Sell |
16,782
-1,143
| -6% | -$18.8K | 0.05% | 92 |
|
|
2017
Q4 | $299K | Buy |
+17,925
| New | +$299K | 0.05% | 87 |
|