Geneos Wealth 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 | $6.73K | Sell |
1,537
-1,574
| -51% | -$6.89K | ﹤0.01% | 2474 |
|
|
2025
Q1 | $12.2K | Buy |
3,111
+2,635
| +554% | +$10.3K | ﹤0.01% | 2507 |
|
|
2024
Q4 | $2.53K | Sell |
476
-32
| -6% | -$170 | ﹤0.01% | 2529 |
|
|
2024
Q3 | $3.61K | Buy |
+508
| New | +$3.61K | ﹤0.01% | 2161 |
|
|
2024
Q2 | – | Sell |
-429
| Closed | -$669 | – | 2137 |
|
|
2024
Q1 | $669 | Buy |
429
+86
| +25% | +$134 | ﹤0.01% | 2091 |
|
|
2023
Q4 | $628 | Sell |
343
-259
| -43% | -$474 | ﹤0.01% | 2070 |
|
|
2023
Q3 | $855 | Sell |
602
-442
| -42% | -$628 | ﹤0.01% | 2045 |
|
|
2023
Q2 | $2.36K | Hold |
1,044
| – | – | ﹤0.01% | 1907 |
|
|
2023
Q1 | $2.77K | Sell |
1,044
-541
| -34% | -$1.43K | ﹤0.01% | 1846 |
|
|
2022
Q4 | $8.27K | Sell |
1,585
-1,153
| -42% | -$6.02K | ﹤0.01% | 1583 |
|
|
2022
Q3 | $19K | Sell |
2,738
-11,897
| -81% | -$82.6K | ﹤0.01% | 1337 |
|
|
2022
Q2 | $163K | Buy |
14,635
+58
| +0.4% | +$646 | 0.01% | 825 |
|
|
2022
Q1 | $164K | Sell |
14,577
-3,081
| -17% | -$34.7K | 0.01% | 880 |
|
|
2021
Q4 | $221K | Buy |
17,658
+29
| +0.2% | +$363 | 0.01% | 820 |
|
|
2021
Q3 | $223K | Sell |
17,629
-2,209
| -11% | -$27.9K | 0.01% | 812 |
|
|
2021
Q2 | $271K | Sell |
19,838
-1,093
| -5% | -$14.9K | 0.01% | 728 |
|
|
2021
Q1 | $268K | Sell |
20,931
-267
| -1% | -$3.42K | 0.01% | 848 |
|
|
2020
Q4 | $265K | Sell |
21,198
-1,810
| -8% | -$22.6K | 0.01% | 732 |
|
|
2020
Q3 | $234K | Sell |
23,008
-1,073
| -4% | -$10.9K | 0.01% | 637 |
|
|
2020
Q2 | $229K | Sell |
24,081
-130
| -0.5% | -$1.24K | 0.01% | 629 |
|
|
2020
Q1 | $219K | Sell |
24,211
-354
| -1% | -$3.2K | 0.01% | 586 |
|
|
2019
Q4 | $329K | Sell |
24,565
-447
| -2% | -$5.99K | 0.02% | 540 |
|
|
2019
Q3 | $309K | Buy |
25,012
+1,352
| +6% | +$16.7K | 0.02% | 518 |
|
|
2019
Q2 | $278K | Sell |
23,660
-1,743
| -7% | -$20.5K | 0.02% | 567 |
|
|
2019
Q1 | $304K | Sell |
25,403
-7,056
| -22% | -$84.4K | 0.02% | 526 |
|
|
2018
Q4 | $495K | Sell |
32,459
-2,477
| -7% | -$37.8K | 0.04% | 377 |
|
|
2018
Q3 | $740K | Buy |
34,936
+6,985
| +25% | +$148K | 0.05% | 313 |
|
|
2018
Q2 | $521K | Sell |
27,951
-2,440
| -8% | -$45.5K | 0.04% | 324 |
|
|
2018
Q1 | $499K | Sell |
30,391
-12,005
| -28% | -$197K | 0.04% | 305 |
|
|
2017
Q4 | $707K | Buy |
42,396
+5,519
| +15% | +$92K | 0.06% | 267 |
|
|
2017
Q3 | $696K | Buy |
36,877
+11,281
| +44% | +$213K | 0.07% | 246 |
|
|
2017
Q2 | $611K | Buy |
25,596
+7,965
| +45% | +$190K | 0.06% | 258 |
|
|
2017
Q1 | $430K | Buy |
17,631
+255
| +1% | +$6.22K | 0.04% | 308 |
|
|
2016
Q4 | $413K | Buy |
17,376
+265
| +2% | +$6.3K | 0.05% | 290 |
|
|
2016
Q3 | $469K | Sell |
17,111
-910
| -5% | -$24.9K | 0.06% | 254 |
|
|
2016
Q2 | $529K | Buy |
18,021
+929
| +5% | +$27.3K | 0.08% | 231 |
|
|
2016
Q1 | $550K | Buy |
+17,092
| New | +$550K | 0.08% | 221 |
|