Corient Private Wealth’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
32,410
-4,883
| -13% | -$21.4K | ﹤0.01% | 2379 |
|
|
2025
Q1 | $146K | Buy |
37,293
+695
| +2% | +$2.73K | ﹤0.01% | 2116 |
|
|
2024
Q4 | $194K | Sell |
36,598
-11,182
| -23% | -$59.4K | ﹤0.01% | 2126 |
|
|
2024
Q3 | $339K | Buy |
+47,780
| New | +$339K | ﹤0.01% | 1931 |
|
|
2024
Q2 | – | Sell |
-46,205
| Closed | -$72.1K | – | 2351 |
|
|
2024
Q1 | $72.1K | Sell |
46,205
-44,641
| -49% | -$69.6K | ﹤0.01% | 2205 |
|
|
2023
Q4 | $166K | Buy |
90,846
+26,998
| +42% | +$49.4K | ﹤0.01% | 2101 |
|
|
2023
Q3 | $90.7K | Sell |
63,848
-134,513
| -68% | -$191K | ﹤0.01% | 2029 |
|
|
2023
Q2 | $448K | Sell |
198,361
-111,531
| -36% | -$252K | ﹤0.01% | 1499 |
|
|
2023
Q1 | $821K | Buy |
309,892
+204,452
| +194% | +$542K | ﹤0.01% | 1165 |
|
|
2022
Q4 | $557K | Buy |
+105,440
| New | +$557K | ﹤0.01% | 1103 |
|