Clearstead Trust’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290 | Buy |
+66
| New | +$290 | ﹤0.01% | 1430 |
|
|
2021
Q1 | – | Sell |
-21,775
| Closed | -$288K | – | 140 |
|
|
2020
Q4 | $288K | Buy |
+21,775
| New | +$288K | 0.17% | 82 |
|
|
2020
Q3 | – | Sell |
-34,130
| Closed | -$342K | – | 162 |
|
|
2020
Q2 | $342K | Hold |
34,130
| – | – | 0.29% | 65 |
|
|
2020
Q1 | $323K | Buy |
34,130
+12,355
| +57% | +$117K | 0.29% | 64 |
|
|
2019
Q4 | $288K | Hold |
21,775
| – | – | 0.21% | 83 |
|
|
2019
Q3 | $272K | Buy |
+21,775
| New | +$272K | 0.21% | 83 |
|