CapWealth Advisors’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 | $33.6M | Buy |
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|
2025
Q2 | $19.2M | Buy |
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|
2025
Q1 | $15.9M | Buy |
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|
2024
Q4 | $20.4M | Sell |
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|
2024
Q3 | $27.6M | Buy |
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|
2024
Q2 | $4.09M | Buy |
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|
2024
Q1 | $5.19M | Buy |
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|
2023
Q4 | $5.47M | Sell |
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|
2023
Q3 | $5.01M | Buy |
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|
2023
Q2 | $7.04M | Buy |
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|
2023
Q1 | $5.17M | Buy |
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|
2022
Q4 | $10.2M | Sell |
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|
2022
Q3 | $14.5M | Buy |
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|
2022
Q2 | $21.6M | Buy |
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|
2022
Q1 | $20.4M | Buy |
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|
2021
Q4 | $22.7M | Buy |
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|
2021
Q3 | $22.2M | Buy |
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|
2021
Q2 | $14.6M | Buy |
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|
2021
Q1 | $13.5M | Buy |
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|
2020
Q4 | $9.5M | Buy |
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|
2020
Q3 | $435K | Sell |
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|
2020
Q2 | $25.2M | Buy |
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|
2020
Q1 | $23M | Buy |
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|
2019
Q4 | $21.7M | Sell |
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|
2019
Q3 | $21.8M | Sell |
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|
2019
Q2 | $21.8M | Sell |
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|
2019
Q1 | $22.9M | Buy |
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|
2018
Q4 | $27.2M | Buy |
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|
2018
Q3 | $33.2M | Buy |
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|
2018
Q2 | $26.6M | Buy |
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|
2018
Q1 | $22.4M | Buy |
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|
2017
Q4 | $21.7M | Buy |
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|
2017
Q3 | $6.05M | Buy |
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|
2017
Q2 | $6.47M | Buy |
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|
2017
Q1 | $6.24M | Buy |
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|
2016
Q4 | $5.87M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $15K | Buy |
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