Congress Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,617
| Closed | -$16.6K | – | 728 |
|
|
2024
Q1 | $16.6K | Sell |
10,617
-122
| -1% | -$190 | ﹤0.01% | 577 |
|
|
2023
Q4 | $19.7K | Sell |
10,739
-924
| -8% | -$1.69K | ﹤0.01% | 604 |
|
|
2023
Q3 | $16.6K | Buy |
11,663
+1,050
| +10% | +$1.49K | ﹤0.01% | 597 |
|
|
2023
Q2 | $24K | Hold |
10,613
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $28.1K | Sell |
10,613
-55
| -0.5% | -$146 | ﹤0.01% | 552 |
|
|
2022
Q4 | $55.7K | Hold |
10,668
| – | – | ﹤0.01% | 553 |
|
|
2022
Q3 | $77K | Sell |
10,668
-4,775
| -31% | -$34.5K | ﹤0.01% | 540 |
|
|
2022
Q2 | $168K | Sell |
15,443
-930
| -6% | -$10.1K | ﹤0.01% | 537 |
|
|
2022
Q1 | $184K | Sell |
16,373
-5,071
| -24% | -$57K | ﹤0.01% | 585 |
|
|
2021
Q4 | $269K | Buy |
+21,444
| New | +$269K | 0.01% | 553 |
|