Cornerstone Wealth 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
$80.1K Buy
18,281
+944
+5% +$4.14K ﹤0.01% 638
2025
Q1
$68K Sell
17,337
-4,598
-21% -$18K ﹤0.01% 595
2024
Q4
$116K Sell
21,935
-1
-0% -$5 0.01% 574
2024
Q3
$156K Buy
21,936
+4,500
+26% +$32K 0.01% 551
2024
Q2
$19.2K Sell
17,436
-1,106
-6% -$1.22K ﹤0.01% 548
2024
Q1
$28.9K Sell
18,542
-540
-3% -$842 ﹤0.01% 530
2023
Q4
$34.9K Sell
19,082
-5,543
-23% -$10.1K ﹤0.01% 518
2023
Q3
$35K Buy
24,625
+2,943
+14% +$4.18K ﹤0.01% 521
2023
Q2
$49K Sell
21,682
-12,009
-36% -$27.1K ﹤0.01% 496
2023
Q1
$89.3K Buy
+33,691
New +$89.3K 0.01% 462
2022
Q3
$413K Buy
56,763
+3,071
+6% +$22.3K 0.05% 294
2022
Q2
$586K Buy
53,692
+1,644
+3% +$17.9K 0.07% 232
2022
Q1
$587K Buy
52,048
+17,523
+51% +$198K 0.06% 252
2021
Q4
$432K Buy
34,525
+6,855
+25% +$85.8K 0.04% 311
2021
Q3
$343K Sell
27,670
-374
-1% -$4.64K 0.04% 334
2021
Q2
$381K Buy
28,044
+1,495
+6% +$20.3K 0.04% 331
2021
Q1
$354K Buy
26,549
+2,566
+11% +$34.2K 0.04% 325
2020
Q4
$234K Sell
23,983
-24
-0.1% -$234 0.03% 371
2020
Q3
$242K Sell
24,007
-257
-1% -$2.59K 0.04% 342
2020
Q2
$243K Buy
24,264
+1,413
+6% +$14.2K 0.04% 313
2020
Q1
$216K Buy
22,851
+986
+5% +$9.32K 0.04% 315
2019
Q4
$289K Sell
21,865
-1,674
-7% -$22.1K 0.05% 273
2019
Q3
$294K Sell
23,539
-338
-1% -$4.22K 0.05% 267
2019
Q2
$282K Buy
23,877
+3,572
+18% +$42.2K 0.05% 289
2019
Q1
$1.12M Sell
20,305
-1,466
-7% -$80.5K 0.14% 172
2018
Q4
$330K Sell
21,771
-52,091
-71% -$790K 0.07% 249
2018
Q3
$3.68M Buy
73,862
+14,733
+25% +$733K 0.05% 360
2018
Q2
$3.19M Buy
+59,129
New +$3.19M 0.04% 408