Freedom Investment Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,870
| Closed | -$104K | – | 751 |
|
|
2022
Q4 | $104K | Sell |
19,870
-126,526
| -86% | -$660K | 0.01% | 684 |
|
|
2022
Q3 | $1.07M | Buy |
146,396
+1,310
| +0.9% | +$9.54K | 0.12% | 235 |
|
|
2022
Q2 | $1.58M | Buy |
145,086
+154
| +0.1% | +$1.68K | 0.17% | 156 |
|
|
2022
Q1 | $1.63M | Buy |
+144,932
| New | +$1.63M | 0.15% | 176 |
|
|
2021
Q3 | – | Sell |
-34,342
| Closed | -$467K | – | 877 |
|
|
2021
Q2 | $467K | Sell |
34,342
-220
| -0.6% | -$2.99K | 0.03% | 558 |
|
|
2021
Q1 | $461K | Buy |
+34,562
| New | +$461K | 0.04% | 552 |
|
|
2019
Q1 | – | Sell |
-14,969
| Closed | -$227K | – | 748 |
|
|
2018
Q4 | $227K | Buy |
+14,969
| New | +$227K | 0.02% | 663 |
|
|
2018
Q2 | – | Sell |
-13,877
| Closed | -$228K | – | 1046 |
|
|
2018
Q1 | $228K | Buy |
+13,877
| New | +$228K | 0.01% | 980 |
|
|
2015
Q2 | – | Sell |
-153,306
| Closed | -$5.3M | – | 698 |
|
|
2015
Q1 | $5.3M | Buy |
153,306
+61,242
| +67% | +$2.12M | 0.58% | 29 |
|
|
2014
Q4 | $3.64M | Buy |
92,064
+37,421
| +68% | +$1.48M | 0.47% | 35 |
|
|
2014
Q3 | $2.23M | Buy |
54,643
+16,919
| +45% | +$692K | 0.39% | 33 |
|
|
2014
Q2 | $1.37M | Buy |
37,724
+12,140
| +47% | +$440K | 0.23% | 58 |
|
|
2014
Q1 | $840K | Buy |
25,584
+15,812
| +162% | +$519K | 0.18% | 92 |
|
|
2013
Q4 | $311K | Buy |
+9,772
| New | +$311K | 0.08% | 282 |
|