EverSource Wealth Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5K | Buy |
4,908
+1,633
| +50% | +$7.15K | ﹤0.01% | 2230 |
|
|
2025
Q1 | $12.8K | Buy |
3,275
+1,115
| +52% | +$4.37K | ﹤0.01% | 1969 |
|
|
2024
Q4 | $11.5K | Sell |
2,160
-3,350
| -61% | -$17.8K | ﹤0.01% | 1915 |
|
|
2024
Q3 | $39.1K | Buy |
5,510
+4,305
| +357% | +$30.6K | ﹤0.01% | 1170 |
|
|
2024
Q2 | $3.8K | Hold |
1,205
| – | – | ﹤0.01% | 2315 |
|
|
2024
Q1 | $1.43K | Sell |
1,205
-1,510
| -56% | -$1.8K | ﹤0.01% | 2472 |
|
|
2023
Q4 | $4.97K | Buy |
2,715
+241
| +10% | +$441 | ﹤0.01% | 1860 |
|
|
2023
Q3 | $3.51K | Buy |
2,474
+1,288
| +109% | +$1.83K | ﹤0.01% | 1833 |
|
|
2023
Q2 | $2.68K | Sell |
1,186
-8,809
| -88% | -$19.9K | ﹤0.01% | 1949 |
|
|
2023
Q1 | $26.5K | Buy |
9,995
+882
| +10% | +$2.34K | ﹤0.01% | 984 |
|
|
2022
Q4 | $47.6K | Buy |
9,113
+6,861
| +305% | +$35.8K | 0.01% | 783 |
|
|
2022
Q3 | $16K | Buy |
2,252
+1,710
| +315% | +$12.1K | ﹤0.01% | 980 |
|
|
2022
Q2 | $6K | Buy |
542
+366
| +208% | +$4.05K | ﹤0.01% | 1205 |
|
|
2022
Q1 | $2K | Sell |
176
-910
| -84% | -$10.3K | ﹤0.01% | 1544 |
|
|
2021
Q4 | $14K | Buy |
+1,086
| New | +$14K | ﹤0.01% | 826 |
|