Carson Wealth (CWM LLC)’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35K | Sell |
8,067
-1,672
| -17% | -$7.25K | ﹤0.01% | 3531 |
|
|
2025
Q1 | $38K | Sell |
9,739
-1,515
| -13% | -$5.91K | ﹤0.01% | 3204 |
|
|
2024
Q4 | $60K | Sell |
11,254
-4,438
| -28% | -$23.7K | ﹤0.01% | 2661 |
|
|
2024
Q3 | $111K | Buy |
15,692
+5,202
| +50% | +$36.8K | ﹤0.01% | 2140 |
|
|
2024
Q2 | $12K | Buy |
10,490
+2,456
| +31% | +$2.81K | ﹤0.01% | 3435 |
|
|
2024
Q1 | $13K | Sell |
8,034
-2,211
| -22% | -$3.58K | ﹤0.01% | 3186 |
|
|
2023
Q4 | $19K | Buy |
10,245
+498
| +5% | +$924 | ﹤0.01% | 2800 |
|
|
2023
Q3 | $14K | Sell |
9,747
-8,503
| -47% | -$12.2K | ﹤0.01% | 2927 |
|
|
2023
Q2 | $41K | Sell |
18,250
-10,401
| -36% | -$23.4K | ﹤0.01% | 2118 |
|
|
2023
Q1 | $76K | Buy |
28,651
+24,316
| +561% | +$64.5K | ﹤0.01% | 1631 |
|
|
2022
Q4 | $23K | Sell |
4,335
-8,523
| -66% | -$45.2K | ﹤0.01% | 2268 |
|
|
2022
Q3 | $94K | Buy |
12,858
+2,358
| +22% | +$17.2K | ﹤0.01% | 1362 |
|
|
2022
Q2 | $115K | Sell |
10,500
-1,052
| -9% | -$11.5K | ﹤0.01% | 1259 |
|
|
2022
Q1 | $130K | Sell |
11,552
-9,029
| -44% | -$102K | ﹤0.01% | 1226 |
|
|
2021
Q4 | $258K | Buy |
+20,581
| New | +$258K | ﹤0.01% | 924 |
|
|
2021
Q2 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1361 |
|
|
2021
Q1 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1361 |
|
|
2020
Q4 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1361 |
|
|
2020
Q3 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1361 |
|
|
2020
Q2 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1361 |
|
|
2020
Q1 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1361 |
|
|
2019
Q4 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1361 |
|
|
2019
Q3 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1361 |
|
|
2019
Q2 | $55K | Hold |
4,031
| – | – | ﹤0.01% | 1361 |
|
|
2019
Q1 | $55K | Sell |
4,031
-1,745
| -30% | -$23.8K | ﹤0.01% | 1361 |
|
|
2018
Q4 | $88K | Sell |
5,776
-145,229
| -96% | -$2.21M | ﹤0.01% | 755 |
|
|
2018
Q3 | $3.2M | Buy |
151,005
+57,066
| +61% | +$1.21M | 0.08% | 219 |
|
|
2018
Q2 | $1.75M | Sell |
93,939
-2,329
| -2% | -$43.4K | 0.06% | 225 |
|
|
2018
Q1 | $1.58M | Buy |
96,268
+15,033
| +19% | +$247K | 0.06% | 193 |
|
|
2017
Q4 | $1.36M | Buy |
81,235
+2,190
| +3% | +$36.5K | 0.06% | 208 |
|
|
2017
Q3 | $1.49M | Buy |
+79,045
| New | +$1.49M | 0.07% | 175 |
|
|
2017
Q2 | – | Sell |
-125
| Closed | -$3K | – | 1257 |
|
|
2017
Q1 | $3K | Buy |
125
+67
| +116% | +$1.61K | ﹤0.01% | 943 |
|
|
2016
Q4 | $1K | Sell |
58
-199
| -77% | -$3.43K | ﹤0.01% | 1056 |
|
|
2016
Q3 | $7K | Buy |
257
+51
| +25% | +$1.39K | ﹤0.01% | 777 |
|
|
2016
Q2 | $6K | Buy |
206
+1
| +0.5% | +$29 | ﹤0.01% | 607 |
|
|
2016
Q1 | $7K | Hold |
205
| – | – | ﹤0.01% | 565 |
|
|
2015
Q4 | $5K | Sell |
205
-1
| -0.5% | -$24 | ﹤0.01% | 519 |
|
|
2015
Q3 | $5K | Buy |
+206
| New | +$5K | ﹤0.01% | 499 |
|
|
2014
Q1 | – | Sell |
-150
| Closed | -$5K | – | 314 |
|
|
2013
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 474 |
|
|
2013
Q3 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 378 |
|