Chicago Partners Investment Group’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Sell |
34,121
-652
| -2% | -$2.98K | ﹤0.01% | 1053 |
|
|
2025
Q1 | $147K | Sell |
34,773
-4,540
| -12% | -$19.2K | ﹤0.01% | 885 |
|
|
2024
Q4 | $217K | Sell |
39,313
-1,375
| -3% | -$7.59K | 0.01% | 790 |
|
|
2024
Q3 | $249K | Sell |
40,688
-455
| -1% | -$2.79K | 0.01% | 686 |
|
|
2024
Q2 | $110K | Buy |
41,143
+63
| +0.2% | +$168 | ﹤0.01% | 731 |
|
|
2024
Q1 | $55.9K | Buy |
41,080
+24,882
| +154% | +$33.8K | ﹤0.01% | 721 |
|
|
2023
Q4 | $21.9K | Buy |
16,198
+29
| +0.2% | +$39 | ﹤0.01% | 695 |
|
|
2023
Q3 | $21K | Buy |
16,169
+815
| +5% | +$1.06K | ﹤0.01% | 649 |
|
|
2023
Q2 | $27.5K | Sell |
15,354
-621
| -4% | -$1.11K | ﹤0.01% | 675 |
|
|
2023
Q1 | $38.7K | Sell |
15,975
-249
| -2% | -$603 | ﹤0.01% | 652 |
|
|
2022
Q4 | $81K | Buy |
16,224
+1,056
| +7% | +$5.27K | 0.01% | 623 |
|
|
2022
Q3 | $92K | Buy |
15,168
+4,368
| +40% | +$26.5K | 0.01% | 567 |
|
|
2022
Q2 | $118K | Buy |
10,800
+547
| +5% | +$5.98K | 0.01% | 566 |
|
|
2022
Q1 | $117K | Buy |
10,253
+129
| +1% | +$1.47K | 0.01% | 538 |
|
|
2021
Q4 | $100K | Sell |
10,124
-545
| -5% | -$5.38K | 0.01% | 548 |
|
|
2021
Q3 | $152K | Sell |
10,669
-1,722
| -14% | -$24.5K | 0.01% | 559 |
|
|
2021
Q2 | $160K | Sell |
12,391
-11,697
| -49% | -$151K | 0.01% | 511 |
|
|
2021
Q1 | $315K | Buy |
+24,088
| New | +$315K | 0.03% | 389 |
|
|
2018
Q4 | – | Sell |
-613
| Closed | -$12K | – | 656 |
|
|
2018
Q3 | $12K | Hold |
613
| – | – | ﹤0.01% | 780 |
|
|
2018
Q2 | $11K | Buy |
+613
| New | +$11K | ﹤0.01% | 789 |
|
|
2017
Q3 | – | Sell |
-161
| Closed | -$4K | – | 964 |
|
|
2017
Q2 | $4K | Buy |
+161
| New | +$4K | ﹤0.01% | 607 |
|
|
2016
Q2 | – | Sell |
-23
| Closed | -$1K | – | 454 |
|
|
2016
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 425 |
|