Clearstead Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,247
| Closed | -$9.69K | – | 2597 |
|
|
2025
Q4 | $9.69K | Sell |
1,247
-1,928
| -61% | -$15.9K | ﹤0.01% | 1887 |
|
|
2025
Q3 | $19.4K | Sell |
3,175
-652
| -17% | -$3.13K | ﹤0.01% | 1655 |
|
|
2025
Q2 | $16.8K | Buy |
+3,827
| New | +$14.8K | ﹤0.01% | 1696 |
|
|
2025
Q1 | – | Sell |
-21
| Closed | -$112 | – | 2267 |
|
|
2024
Q4 | $112 | Buy |
+21
| New | +$145 | ﹤0.01% | 2045 |
|
|
2024
Q3 | – | Sell |
-87
| Closed | -$96 | – | 2082 |
|
|
2024
Q2 | $96 | Buy |
+87
| New | +$110 | ﹤0.01% | 1987 |
|
|
2023
Q4 | – | Sell |
-56
| Closed | -$80 | – | 1600 |
|
|
2023
Q3 | $80 | Buy |
56
+28
| +100% | +$47 | ﹤0.01% | 1508 |
|
|
2023
Q2 | $64 | Sell |
28
-367
| -93% | -$808 | ﹤0.01% | 1357 |
|
|
2023
Q1 | $1.05K | Buy |
+395
| New | +$1.59K | ﹤0.01% | 1235 |
|
|
2022
Q4 | – | Sell |
-352
| Closed | -$3K | – | 1351 |
|
|
2022
Q3 | $3K | Sell |
352
-289
| -45% | -$2.94K | ﹤0.01% | 1039 |
|
|
2022
Q2 | $7K | Buy |
+641
| New | +$7.19K | ﹤0.01% | 967 |
|
|
2021
Q4 | – | Sell |
-437
| Closed | -$5K | – | 1368 |
|
|
2021
Q3 | $5K | Buy |
+437
| New | +$5.48K | ﹤0.01% | 1026 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$5K | – | 1155 |
|
|
2020
Q4 | $5K | Buy |
+500
| New | +$4.93K | ﹤0.01% | 800 |
|
|
2020
Q3 | – | Sell |
-125
| Closed | -$1K | – | 911 |
|
|
2020
Q2 | $1K | Buy |
+125
| New | +$1.25K | ﹤0.01% | 764 |
|
Other funds holding LUMN
VPM
VCM
