Evergreen Capital 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 | $138K | Sell |
31,492
-19,123
| -38% | -$83.8K | ﹤0.01% | 1066 |
|
|
2025
Q1 | $198K | Sell |
50,615
-2,880
| -5% | -$11.3K | 0.01% | 1010 |
|
|
2024
Q4 | $284K | Buy |
53,495
+4,768
| +10% | +$25.3K | 0.01% | 764 |
|
|
2024
Q3 | $346K | Buy |
48,727
+22,060
| +83% | +$157K | 0.01% | 653 |
|
|
2024
Q2 | $29.3K | Sell |
26,667
-51,663
| -66% | -$56.8K | ﹤0.01% | 940 |
|
|
2024
Q1 | $122K | Buy |
78,330
+31,871
| +69% | +$49.7K | ﹤0.01% | 833 |
|
|
2023
Q4 | $85K | Buy |
46,459
+833
| +2% | +$1.52K | ﹤0.01% | 821 |
|
|
2023
Q3 | $64.8K | Sell |
45,626
-13,684
| -23% | -$19.4K | ﹤0.01% | 774 |
|
|
2023
Q2 | $134K | Buy |
59,310
+46,261
| +355% | +$105K | 0.01% | 764 |
|
|
2023
Q1 | $34.6K | Buy |
+13,049
| New | +$34.6K | ﹤0.01% | 716 |
|