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 |
|