Congress Asset Management’s Lumen LUMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Sell
415,367
-2,115
-0.5% -$9.26K 0.01% 291
2025
Q1
$1.64M Sell
417,482
-4,238
-1% -$16.6K 0.01% 285
2024
Q4
$2.24M Buy
421,720
+56,589
+15% +$300K 0.02% 275
2024
Q3
$2.59M Buy
+365,131
New +$2.59M 0.02% 261