Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1881
2025
Q1
Hold
0
1905
2024
Q4
Sell
-140,524
Closed -$970K 2112
2024
Q3
$998K Buy
140,524
+126,843
+927% +$542K 0.05% 844
2024
Q2
$15K Buy
+13,681
New +$17.3K ﹤0.01% 1974
2023
Q3
Sell
-47,045
Closed -$106K 1944
2023
Q2
$106K Buy
+47,045
New +$104K 0.01% 1446
2023
Q1
Hold
0
1730
2022
Q2
Sell
-16,674
Closed -$188K 1883
2022
Q1
$188K Buy
16,674
+3,273
+24% +$37.5K 0.01% 1305
2021
Q4
$168K Buy
+13,401
New +$171K 0.01% 1022
2021
Q3
Sell
-16,540
Closed -$225K 1486
2021
Q2
$225K Buy
+16,540
New +$228K 0.02% 1177
2020
Q1
Sell
-16,405
Closed -$217K 809
2019
Q4
$217K Buy
+16,405
New +$220K 0.04% 654

Other funds holding LUMN