FIA
Foundations Investment Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.9K | Buy |
15,280
+1,963
| +15% | +$8.6K | ﹤0.01% | 902 |
|
|
2025
Q1 | $52.2K | Sell |
13,317
-15
| -0.1% | -$59 | ﹤0.01% | 842 |
|
|
2024
Q4 | $70.8K | Buy |
13,332
+199
| +2% | +$1.06K | ﹤0.01% | 821 |
|
|
2024
Q3 | $93.2K | Sell |
13,133
-477
| -4% | -$3.39K | ﹤0.01% | 792 |
|
|
2024
Q2 | $15K | Buy |
+13,610
| New | +$15K | ﹤0.01% | 747 |
|
|
2020
Q1 | – | Sell |
-39,150
| Closed | -$503K | – | 139 |
|
|
2019
Q4 | $503K | Sell |
39,150
-5,091
| -12% | -$65.4K | 0.06% | 94 |
|
|
2019
Q3 | $509K | Buy |
44,241
+871
| +2% | +$10K | 0.07% | 87 |
|
|
2019
Q2 | $510K | Sell |
43,370
-17,724
| -29% | -$208K | 0.08% | 84 |
|
|
2019
Q1 | $733K | Sell |
61,094
-10
| -0% | -$120 | 0.13% | 50 |
|
|
2018
Q4 | $891K | Buy |
61,104
+16,955
| +38% | +$247K | 0.19% | 30 |
|
|
2018
Q3 | $936K | Buy |
44,149
+10,050
| +29% | +$213K | 0.23% | 46 |
|
|
2018
Q2 | $636K | Buy |
+34,099
| New | +$636K | 0.17% | 46 |
|