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Evelyn Partners Investment Management Services’s Lumen LUMN Stock Holding History

Evelyn Partners Investment Management Services’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-450
Closed -$1.76K – 271
2025
Q1 		$1.76K Hold
450
– – ﹤0.01% 256
2024
Q4 		$2.39K Buy
+450
New +$3.1K ﹤0.01% 256

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Evelyn Partners Investment Management Services's LUMN Position: Q2 2025 in Review

Evelyn Partners Investment Management Services sold out of Lumen (LUMN) in Q2 2025, closing a stake of 450 shares — an estimated $1.76K sold.

Evelyn Partners Investment Management Services first reported a position in LUMN in Q4 2024 and held it in 2 quarters. The position peaked at $2.39K in Q4 2024. 553 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

  • Evelyn Partners Investment Management Services reported no remaining Lumen position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 450 Lumen shares in Q2 2025, an estimated $1.76K.
  • Evelyn Partners Investment Management Services first reported a position in Lumen in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Investment Management Services's Lumen position peaked at $2.39K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q2 2025, filed 12 Aug 2025.