Carolina Wealth Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-224
| Closed | -$1.19K | – | 301 |
|
|
2024
Q4 | $1.19K | Buy |
224
+164
| +273% | +$871 | ﹤0.01% | 254 |
|
|
2024
Q3 | $426 | Buy |
+60
| New | +$426 | ﹤0.01% | 320 |
|
|
2024
Q2 | – | Sell |
-53,518
| Closed | -$83.5K | – | 231 |
|
|
2024
Q1 | $83.5K | Buy |
53,518
+32,840
| +159% | +$51.2K | 0.05% | 85 |
|
|
2023
Q4 | $37.8K | Hold |
20,678
| – | – | 0.02% | 121 |
|
|
2023
Q3 | $29.4K | Sell |
20,678
-992
| -5% | -$1.41K | 0.02% | 133 |
|
|
2023
Q2 | $49K | Buy |
21,670
+237
| +1% | +$536 | 0.03% | 104 |
|
|
2023
Q1 | $56.8K | Buy |
21,433
+16,500
| +334% | +$43.7K | 0.03% | 104 |
|
|
2022
Q4 | $26K | Sell |
4,933
-1,693
| -26% | -$8.92K | 0.02% | 119 |
|
|
2022
Q3 | $48K | Buy |
6,626
+73
| +1% | +$529 | 0.04% | 100 |
|
|
2022
Q2 | $71K | Buy |
6,553
+463
| +8% | +$5.02K | 0.05% | 100 |
|
|
2022
Q1 | $69K | Buy |
6,090
+305
| +5% | +$3.46K | 0.04% | 111 |
|
|
2021
Q4 | $73K | Buy |
5,785
+134
| +2% | +$1.69K | 0.04% | 120 |
|
|
2021
Q3 | $70K | Sell |
5,651
-48
| -0.8% | -$595 | 0.05% | 117 |
|
|
2021
Q2 | $77K | Buy |
5,699
+872
| +18% | +$11.8K | 0.05% | 118 |
|
|
2021
Q1 | $64K | Buy |
+4,827
| New | +$64K | 0.05% | 124 |
|