Endurance Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $17K | Sell |
7,582
-200
| -3% | -$448 | ﹤0.01% | 447 |
|
|
2023
Q1 | $21K | Sell |
7,782
-350
| -4% | -$944 | ﹤0.01% | 430 |
|
|
2022
Q4 | $42K | Sell |
8,132
-9,325
| -53% | -$48.2K | 0.01% | 347 |
|
|
2022
Q3 | $127K | Hold |
17,457
| – | – | 0.02% | 229 |
|
|
2022
Q2 | $190K | Sell |
17,457
-9,175
| -34% | -$99.9K | 0.03% | 193 |
|
|
2022
Q1 | $300K | Sell |
26,632
-1,650
| -6% | -$18.6K | 0.04% | 169 |
|
|
2021
Q4 | $355K | Sell |
28,282
-475
| -2% | -$5.96K | 0.04% | 172 |
|
|
2021
Q3 | $356K | Sell |
28,757
-1,125
| -4% | -$13.9K | 0.04% | 172 |
|
|
2021
Q2 | $406K | Sell |
29,882
-1,818
| -6% | -$24.7K | 0.05% | 164 |
|
|
2021
Q1 | $423K | Sell |
31,700
-300
| -0.9% | -$4K | 0.05% | 162 |
|
|
2020
Q4 | $312K | Sell |
32,000
-50
| -0.2% | -$488 | 0.04% | 174 |
|
|
2020
Q3 | $323K | Sell |
32,050
-125
| -0.4% | -$1.26K | 0.05% | 157 |
|
|
2020
Q2 | $323K | Sell |
32,175
-1,925
| -6% | -$19.3K | 0.05% | 150 |
|
|
2020
Q1 | $323K | Buy |
34,100
+9,050
| +36% | +$85.7K | 0.06% | 144 |
|
|
2019
Q4 | $331K | Sell |
25,050
-575
| -2% | -$7.6K | 0.05% | 154 |
|
|
2019
Q3 | $320K | Sell |
25,625
-6,600
| -20% | -$82.4K | 0.05% | 147 |
|
|
2019
Q2 | $379K | Sell |
32,225
-4,750
| -13% | -$55.9K | 0.06% | 143 |
|
|
2019
Q1 | $443K | Buy |
36,975
+32,800
| +786% | +$393K | 0.07% | 129 |
|
|
2018
Q4 | $63K | Buy |
4,175
+250
| +6% | +$3.77K | 0.01% | 238 |
|
|
2018
Q3 | $83K | Hold |
3,925
| – | – | 0.01% | 230 |
|
|
2018
Q2 | $73K | Hold |
3,925
| – | – | 0.01% | 239 |
|
|
2018
Q1 | $64K | Sell |
3,925
-250
| -6% | -$4.08K | 0.01% | 260 |
|
|
2017
Q4 | $70K | Sell |
4,175
-404
| -9% | -$6.77K | 0.01% | 245 |
|
|
2017
Q3 | $87K | Sell |
4,579
-71
| -2% | -$1.35K | 0.01% | 225 |
|
|
2017
Q2 | $111K | Buy |
4,650
+725
| +18% | +$17.3K | 0.02% | 214 |
|
|
2017
Q1 | $92K | Sell |
3,925
-575
| -13% | -$13.5K | 0.02% | 224 |
|
|
2016
Q4 | $107K | Buy |
4,500
+25
| +0.6% | +$594 | 0.02% | 215 |
|
|
2016
Q3 | $125K | Sell |
4,475
-75
| -2% | -$2.1K | 0.02% | 203 |
|
|
2016
Q2 | $132K | Sell |
4,550
-515
| -10% | -$14.9K | 0.02% | 189 |
|
|
2016
Q1 | $162 | Sell |
5,065
-325
| -6% | -$10 | 0.02% | 176 |
|
|
2015
Q4 | $136K | Sell |
5,390
-10,925
| -67% | -$276K | 0.03% | 193 |
|
|
2015
Q3 | $422K | Sell |
16,315
-3,015
| -16% | -$78K | 0.07% | 133 |
|
|
2015
Q2 | $568K | Buy |
19,330
+376
| +2% | +$11K | 0.1% | 122 |
|
|
2015
Q1 | $654K | Sell |
18,954
-3,185
| -14% | -$110K | 0.11% | 115 |
|
|
2014
Q4 | $876K | Sell |
22,139
-25
| -0.1% | -$989 | 0.16% | 108 |
|
|
2014
Q3 | $906K | Buy |
22,164
+250
| +1% | +$10.2K | 0.17% | 102 |
|
|
2014
Q2 | $793K | Buy |
21,914
+82
| +0.4% | +$2.97K | 0.13% | 120 |
|
|
2014
Q1 | $716K | Sell |
21,832
-28,599
| -57% | -$938K | 0.14% | 106 |
|
|
2013
Q4 | $1.61M | Sell |
50,431
-95,341
| -65% | -$3.04M | 0.32% | 69 |
|
|
2013
Q3 | $4.57M | Sell |
145,772
-21,726
| -13% | -$682K | 0.97% | 34 |
|
|
2013
Q2 | $5.92M | Buy |
+167,498
| New | +$5.92M | 1.32% | 21 |
|