Creative Planning’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
246,872
+28,735
| +13% | +$126K | ﹤0.01% | 1785 |
|
|
2025
Q1 | $855K | Sell |
218,137
-10,656
| -5% | -$41.8K | ﹤0.01% | 1834 |
|
|
2024
Q4 | $1.21M | Sell |
228,793
-94,835
| -29% | -$504K | ﹤0.01% | 1487 |
|
|
2024
Q3 | $2.3M | Buy |
323,628
+24,565
| +8% | +$174K | ﹤0.01% | 989 |
|
|
2024
Q2 | $329K | Sell |
299,063
-69,268
| -19% | -$76.2K | ﹤0.01% | 2266 |
|
|
2024
Q1 | $575K | Buy |
368,331
+56,184
| +18% | +$87.6K | ﹤0.01% | 1747 |
|
|
2023
Q4 | $571K | Sell |
312,147
-25,402
| -8% | -$46.5K | ﹤0.01% | 1612 |
|
|
2023
Q3 | $479K | Buy |
337,549
+37,390
| +12% | +$53.1K | ﹤0.01% | 1586 |
|
|
2023
Q2 | $678K | Buy |
300,159
+122,795
| +69% | +$278K | ﹤0.01% | 1361 |
|
|
2023
Q1 | $470K | Buy |
177,364
+8,467
| +5% | +$22.4K | ﹤0.01% | 1497 |
|
|
2022
Q4 | $882K | Buy |
168,897
+37,858
| +29% | +$198K | ﹤0.01% | 1096 |
|
|
2022
Q3 | $954K | Sell |
131,039
-2,235
| -2% | -$16.3K | ﹤0.01% | 984 |
|
|
2022
Q2 | $1.45M | Buy |
133,274
+36,113
| +37% | +$394K | ﹤0.01% | 813 |
|
|
2022
Q1 | $1.1M | Buy |
97,161
+911
| +0.9% | +$10.3K | ﹤0.01% | 944 |
|
|
2021
Q4 | $1.21M | Sell |
96,250
-4,979
| -5% | -$62.5K | ﹤0.01% | 870 |
|
|
2021
Q3 | $1.25M | Sell |
101,229
-4,641
| -4% | -$57.5K | ﹤0.01% | 850 |
|
|
2021
Q2 | $1.44M | Sell |
105,870
-27,254
| -20% | -$370K | ﹤0.01% | 792 |
|
|
2021
Q1 | $1.78M | Sell |
133,124
-13,680
| -9% | -$183K | ﹤0.01% | 769 |
|
|
2020
Q4 | $1.43M | Sell |
146,804
-31,734
| -18% | -$309K | ﹤0.01% | 791 |
|
|
2020
Q3 | $1.8M | Buy |
178,538
+62,685
| +54% | +$632K | ﹤0.01% | 592 |
|
|
2020
Q2 | $1.16M | Buy |
115,853
+1,029
| +0.9% | +$10.3K | ﹤0.01% | 680 |
|
|
2020
Q1 | $1.09M | Sell |
114,824
-4,549
| -4% | -$43K | ﹤0.01% | 605 |
|
|
2019
Q4 | $1.58M | Buy |
119,373
+1,977
| +2% | +$26.1K | ﹤0.01% | 597 |
|
|
2019
Q3 | $1.47M | Buy |
117,396
+10,775
| +10% | +$134K | ﹤0.01% | 594 |
|
|
2019
Q2 | $1.25M | Sell |
106,621
-15,624
| -13% | -$184K | ﹤0.01% | 671 |
|
|
2019
Q1 | $1.47M | Buy |
122,245
+6,073
| +5% | +$72.8K | 0.01% | 576 |
|
|
2018
Q4 | $1.76M | Sell |
116,172
-8,715
| -7% | -$132K | 0.01% | 450 |
|
|
2018
Q3 | $2.65M | Sell |
124,887
-484
| -0.4% | -$10.3K | 0.01% | 405 |
|
|
2018
Q2 | $2.34M | Sell |
125,371
-266
| -0.2% | -$4.96K | 0.01% | 427 |
|
|
2018
Q1 | $2.06M | Buy |
125,637
+25,613
| +26% | +$421K | 0.01% | 453 |
|
|
2017
Q4 | $1.67M | Buy |
100,024
+58,733
| +142% | +$979K | 0.01% | 512 |
|
|
2017
Q3 | $780K | Buy |
41,291
+1,412
| +4% | +$26.7K | ﹤0.01% | 820 |
|
|
2017
Q2 | $952K | Buy |
39,879
+5,346
| +15% | +$128K | ﹤0.01% | 709 |
|
|
2017
Q1 | $814K | Sell |
34,533
-5,562
| -14% | -$131K | ﹤0.01% | 750 |
|
|
2016
Q4 | $953K | Buy |
40,095
+5,279
| +15% | +$125K | 0.01% | 643 |
|
|
2016
Q3 | $955K | Buy |
34,816
+409
| +1% | +$11.2K | 0.01% | 609 |
|
|
2016
Q2 | $998K | Buy |
34,407
+3,700
| +12% | +$107K | 0.01% | 525 |
|
|
2016
Q1 | $981K | Sell |
30,707
-8,089
| -21% | -$258K | 0.01% | 515 |
|
|
2015
Q4 | $976K | Buy |
38,796
+1,679
| +5% | +$42.2K | 0.01% | 512 |
|
|
2015
Q3 | $932K | Sell |
37,117
-13,491
| -27% | -$339K | 0.01% | 499 |
|
|
2015
Q2 | $1.49M | Buy |
50,608
+7,162
| +16% | +$210K | 0.01% | 365 |
|
|
2015
Q1 | $1.5M | Buy |
43,446
+1,094
| +3% | +$37.8K | 0.01% | 348 |
|
|
2014
Q4 | $1.68M | Buy |
42,352
+5,240
| +14% | +$207K | 0.02% | 312 |
|
|
2014
Q3 | $1.52M | Buy |
37,112
+12,475
| +51% | +$510K | 0.02% | 298 |
|
|
2014
Q2 | $892K | Sell |
24,637
-5,495
| -18% | -$199K | 0.01% | 426 |
|
|
2014
Q1 | $990K | Buy |
30,132
+8,074
| +37% | +$265K | 0.01% | 373 |
|
|
2013
Q4 | $703K | Sell |
22,058
-6,814
| -24% | -$217K | 0.01% | 413 |
|
|
2013
Q3 | $906K | Buy |
28,872
+65
| +0.2% | +$2.04K | 0.02% | 290 |
|
|
2013
Q2 | $1.02M | Buy |
+28,807
| New | +$1.02M | 0.02% | 227 |
|