Global Retirement Partners’s Lumen LUMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25K Buy
+5,711
New +$25K ﹤0.01% 2166
2024
Q4
$34.6K Hold
6,519
﹤0.01% 1799
2024
Q3
$46.3K Buy
6,519
+525
+9% +$3.73K ﹤0.01% 1600
2024
Q2
$6.59K Sell
5,994
-31
-0.5% -$34 ﹤0.01% 2478
2024
Q1
$9.4K Sell
6,025
-154
-2% -$240 ﹤0.01% 2154
2023
Q4
$9.58K Sell
6,179
-350
-5% -$542 ﹤0.01% 2086
2023
Q3
$8.75K Sell
6,529
-539
-8% -$722 ﹤0.01% 2004
2023
Q2
$16K Sell
7,068
-30
-0.4% -$68 ﹤0.01% 1765
2023
Q1
$16.3K Sell
7,098
-3,687
-34% -$8.44K ﹤0.01% 1726
2022
Q4
$56.3K Buy
10,785
+6,055
+128% +$31.6K ﹤0.01% 1033
2022
Q3
$35K Buy
4,730
+1,451
+44% +$10.7K ﹤0.01% 1154
2022
Q2
$36K Buy
3,279
+65
+2% +$714 ﹤0.01% 1123
2022
Q1
$38K Buy
+3,214
New +$38K ﹤0.01% 1107
2021
Q4
Sell
-3,519
Closed -$44K 1143
2021
Q3
$44K Buy
3,519
+74
+2% +$925 ﹤0.01% 896
2021
Q2
$47K Buy
3,445
+27
+0.8% +$368 ﹤0.01% 879
2021
Q1
$46K Buy
3,418
+17
+0.5% +$229 0.01% 825
2020
Q4
$33K Buy
3,401
+24
+0.7% +$233 ﹤0.01% 863
2020
Q3
$34K Buy
3,377
+2,003
+146% +$20.2K 0.01% 742
2020
Q2
$14K Sell
1,374
-53
-4% -$540 ﹤0.01% 1017
2020
Q1
$13K Buy
1,427
+91
+7% +$829 ﹤0.01% 949
2019
Q4
$18K Buy
1,336
+11
+0.8% +$148 ﹤0.01% 973
2019
Q3
$17K Sell
1,325
-28
-2% -$359 ﹤0.01% 962
2019
Q2
$16K Buy
1,353
+1,319
+3,879% +$15.6K ﹤0.01% 985
2019
Q1
$0 Hold
34
﹤0.01% 1547
2018
Q4
$1K Buy
34
+1
+3% +$29 ﹤0.01% 1400
2018
Q3
$1K Hold
33
﹤0.01% 1477
2018
Q2
$1K Hold
33
﹤0.01% 1470
2018
Q1
$1K Sell
33
-310
-90% -$9.39K ﹤0.01% 1421
2017
Q4
$6K Buy
343
+310
+939% +$5.42K ﹤0.01% 1070
2017
Q3
$1K Hold
33
﹤0.01% 1179
2017
Q2
$1K Hold
33
﹤0.01% 1106
2017
Q1
$1K Hold
33
﹤0.01% 1063
2016
Q4
$1K Buy
+33
New +$1K ﹤0.01% 1009