Concord Wealth Partners’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,000
| Closed | -$10.6K | – | 896 |
|
|
2024
Q4 | $10.6K | Sell |
2,000
-2,008
| -50% | -$10.7K | ﹤0.01% | 520 |
|
|
2024
Q3 | $28.5K | Buy |
4,008
+1,992
| +99% | +$14.1K | ﹤0.01% | 419 |
|
|
2024
Q2 | $2.22K | Sell |
2,016
-2,000
| -50% | -$2.2K | ﹤0.01% | 659 |
|
|
2024
Q1 | $6.27K | Buy |
4,016
+2,000
| +99% | +$3.12K | ﹤0.01% | 626 |
|
|
2023
Q4 | $3.69K | Sell |
2,016
-2,000
| -50% | -$3.66K | ﹤0.01% | 667 |
|
|
2023
Q3 | $5.7K | Buy |
4,016
+16
| +0.4% | +$23 | ﹤0.01% | 699 |
|
|
2023
Q2 | $9.04K | Sell |
4,000
-23
| -0.6% | -$52 | ﹤0.01% | 618 |
|
|
2023
Q1 | $10.7K | Sell |
4,023
-91
| -2% | -$241 | ﹤0.01% | 584 |
|
|
2022
Q4 | $21.5K | Buy |
+4,114
| New | +$21.5K | 0.01% | 515 |
|
|
2022
Q3 | – | Sell |
-5,391
| Closed | -$59K | – | 710 |
|
|
2022
Q2 | $59K | Sell |
5,391
-875
| -14% | -$9.58K | 0.02% | 340 |
|
|
2022
Q1 | $71K | Sell |
6,266
-41
| -0.7% | -$465 | 0.02% | 365 |
|
|
2021
Q4 | $79K | Buy |
6,307
+776
| +14% | +$9.72K | 0.02% | 347 |
|
|
2021
Q3 | $69K | Buy |
5,531
+457
| +9% | +$5.7K | 0.03% | 173 |
|
|
2021
Q2 | $69K | Buy |
5,074
+1,032
| +26% | +$14K | 0.02% | 298 |
|
|
2021
Q1 | $54K | Buy |
4,042
+42
| +1% | +$561 | 0.02% | 326 |
|
|
2020
Q4 | $39K | Buy |
+4,000
| New | +$39K | 0.03% | 237 |
|