BSW Wealth Partners’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Buy |
215,078
+34,895
| +19% | +$153K | 0.13% | 95 |
|
|
2025
Q1 | $706K | Buy |
180,183
+15,090
| +9% | +$59.2K | 0.11% | 114 |
|
|
2024
Q4 | $877K | Buy |
165,093
+35,029
| +27% | +$186K | 0.13% | 93 |
|
|
2024
Q3 | $923K | Sell |
130,064
-96,000
| -42% | -$682K | 0.14% | 83 |
|
|
2024
Q2 | $249K | Buy |
226,064
+50,939
| +29% | +$56K | 0.04% | 243 |
|
|
2024
Q1 | $273K | Buy |
+175,125
| New | +$273K | 0.05% | 232 |
|
|
2023
Q1 | – | Sell |
-28,293
| Closed | -$148K | – | 329 |
|
|
2022
Q4 | $148K | Buy |
+28,293
| New | +$148K | 0.03% | 290 |
|
|
2022
Q1 | – | Sell |
-16,470
| Closed | -$207K | – | 300 |
|
|
2021
Q4 | $207K | Buy |
16,470
+2,917
| +22% | +$36.7K | 0.05% | 242 |
|
|
2021
Q3 | $168K | Buy |
13,553
+1,989
| +17% | +$24.7K | 0.05% | 239 |
|
|
2021
Q2 | $157K | Buy |
+11,564
| New | +$157K | 0.04% | 236 |
|