Clearstead Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8K | Buy |
+3,827
| New | +$16.8K | ﹤0.01% | 1691 |
|
|
2025
Q1 | – | Sell |
-21
| Closed | -$112 | – | 2263 |
|
|
2024
Q4 | $112 | Buy |
+21
| New | +$112 | ﹤0.01% | 2042 |
|
|
2024
Q3 | – | Sell |
-87
| Closed | -$96 | – | 2079 |
|
|
2024
Q2 | $96 | Buy |
+87
| New | +$96 | ﹤0.01% | 1986 |
|
|
2023
Q4 | – | Sell |
-56
| Closed | -$80 | – | 1598 |
|
|
2023
Q3 | $80 | Buy |
56
+28
| +100% | +$40 | ﹤0.01% | 1507 |
|
|
2023
Q2 | $64 | Sell |
28
-367
| -93% | -$839 | ﹤0.01% | 1357 |
|
|
2023
Q1 | $1.05K | Buy |
+395
| New | +$1.05K | ﹤0.01% | 1235 |
|
|
2022
Q4 | – | Sell |
-352
| Closed | -$3K | – | 1350 |
|
|
2022
Q3 | $3K | Sell |
352
-289
| -45% | -$2.46K | ﹤0.01% | 1037 |
|
|
2022
Q2 | $7K | Buy |
+641
| New | +$7K | ﹤0.01% | 965 |
|
|
2021
Q4 | – | Sell |
-437
| Closed | -$5K | – | 1364 |
|
|
2021
Q3 | $5K | Buy |
+437
| New | +$5K | ﹤0.01% | 1023 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$5K | – | 1154 |
|
|
2020
Q4 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 800 |
|
|
2020
Q3 | – | Sell |
-125
| Closed | -$1K | – | 911 |
|
|
2020
Q2 | $1K | Buy |
+125
| New | +$1K | ﹤0.01% | 764 |
|