Cerity 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 | $83.4K | Sell |
19,037
-8,693
| -31% | -$38.1K | ﹤0.01% | 2502 |
|
|
2025
Q1 | $109K | Sell |
27,730
-41,255
| -60% | -$162K | ﹤0.01% | 2308 |
|
|
2024
Q4 | $485K | Sell |
68,985
-44,040
| -39% | -$310K | ﹤0.01% | 1786 |
|
|
2024
Q3 | $802K | Buy |
113,025
+61,689
| +120% | +$438K | ﹤0.01% | 1513 |
|
|
2024
Q2 | $56.5K | Sell |
51,336
-98,976
| -66% | -$109K | ﹤0.01% | 2165 |
|
|
2024
Q1 | $235K | Buy |
150,312
+116,368
| +343% | +$182K | ﹤0.01% | 2010 |
|
|
2023
Q4 | $62.3K | Buy |
33,944
+12,794
| +60% | +$23.5K | ﹤0.01% | 1802 |
|
|
2023
Q3 | $30K | Sell |
21,150
-25,271
| -54% | -$35.9K | ﹤0.01% | 1368 |
|
|
2023
Q2 | $105K | Sell |
46,421
-3,517
| -7% | -$7.94K | ﹤0.01% | 1541 |
|
|
2023
Q1 | $132K | Buy |
49,938
+30,771
| +161% | +$81.5K | ﹤0.01% | 1751 |
|
|
2022
Q4 | $100K | Buy |
+19,167
| New | +$100K | ﹤0.01% | 1407 |
|
|
2022
Q3 | – | Sell |
-18,432
| Closed | -$201K | – | 1223 |
|
|
2022
Q2 | $201K | Buy |
+18,432
| New | +$201K | ﹤0.01% | 1077 |
|
|
2018
Q1 | – | Sell |
-10,513
| Closed | -$175K | – | 559 |
|
|
2017
Q4 | $175K | Buy |
+10,513
| New | +$175K | 0.01% | 540 |
|
|
2017
Q3 | – | Sell |
-72,614
| Closed | -$9.43M | – | 570 |
|
|
2017
Q2 | $9.43M | Buy |
+72,614
| New | +$9.43M | 0.79% | 23 |
|