GeoWealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-531
| Closed | -$2.82K | – | 1504 |
|
|
2024
Q4 | $2.82K | Buy |
531
+96
| +22% | +$510 | ﹤0.01% | 1613 |
|
|
2024
Q3 | $3.09K | Buy |
+435
| New | +$3.09K | ﹤0.01% | 1510 |
|
|
2024
Q2 | – | Sell |
-24,704
| Closed | -$38.5K | – | 916 |
|
|
2024
Q1 | $38.5K | Buy |
+24,704
| New | +$38.5K | ﹤0.01% | 816 |
|