Gradient Investments’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-829
| Closed | -$912 | – | 889 |
|
|
2024
Q2 | $912 | Buy |
829
+75
| +10% | +$83 | ﹤0.01% | 1091 |
|
|
2024
Q1 | $1.18K | Sell |
754
-893
| -54% | -$1.39K | ﹤0.01% | 885 |
|
|
2023
Q4 | $3.01K | Buy |
1,647
+751
| +84% | +$1.37K | ﹤0.01% | 1117 |
|
|
2023
Q3 | $1.27K | Hold |
896
| – | – | ﹤0.01% | 1303 |
|
|
2023
Q2 | $2.03K | Sell |
896
-928
| -51% | -$2.1K | ﹤0.01% | 1154 |
|
|
2023
Q1 | $4.83K | Sell |
1,824
-53
| -3% | -$140 | ﹤0.01% | 959 |
|
|
2022
Q4 | $9.8K | Sell |
1,877
-836
| -31% | -$4.36K | ﹤0.01% | 817 |
|
|
2022
Q3 | $20K | Buy |
2,713
+17
| +0.6% | +$125 | ﹤0.01% | 670 |
|
|
2022
Q2 | $29K | Hold |
2,696
| – | – | ﹤0.01% | 570 |
|
|
2022
Q1 | $30K | Hold |
2,696
| – | – | ﹤0.01% | 568 |
|
|
2021
Q4 | $34K | Hold |
2,696
| – | – | ﹤0.01% | 561 |
|
|
2021
Q3 | $33K | Hold |
2,696
| – | – | ﹤0.01% | 542 |
|
|
2021
Q2 | $37K | Hold |
2,696
| – | – | ﹤0.01% | 521 |
|
|
2021
Q1 | $36K | Sell |
2,696
-163
| -6% | -$2.18K | ﹤0.01% | 514 |
|
|
2020
Q4 | $29K | Hold |
2,859
| – | – | ﹤0.01% | 493 |
|
|
2020
Q3 | $29K | Buy |
2,859
+119
| +4% | +$1.21K | ﹤0.01% | 498 |
|
|
2020
Q2 | $27K | Sell |
2,740
-68
| -2% | -$670 | ﹤0.01% | 477 |
|
|
2020
Q1 | $27K | Buy |
2,808
+52
| +2% | +$500 | ﹤0.01% | 453 |
|
|
2019
Q4 | $36K | Sell |
2,756
-2
| -0.1% | -$26 | ﹤0.01% | 464 |
|
|
2019
Q3 | $34K | Hold |
2,758
| – | – | ﹤0.01% | 445 |
|
|
2019
Q2 | $32K | Buy |
2,758
+5
| +0.2% | +$58 | ﹤0.01% | 440 |
|
|
2019
Q1 | $33K | Sell |
2,753
-519
| -16% | -$6.22K | ﹤0.01% | 381 |
|
|
2018
Q4 | $50K | Hold |
3,272
| – | – | ﹤0.01% | 340 |
|
|
2018
Q3 | $69K | Buy |
3,272
+174
| +6% | +$3.67K | ﹤0.01% | 329 |
|
|
2018
Q2 | $58K | Sell |
3,098
-15
| -0.5% | -$281 | ﹤0.01% | 317 |
|
|
2018
Q1 | $51K | Buy |
3,113
+2
| +0.1% | +$33 | ﹤0.01% | 339 |
|
|
2017
Q4 | $52K | Buy |
+3,111
| New | +$52K | ﹤0.01% | 348 |
|
|
2017
Q3 | – | Sell |
-836
| Closed | -$20K | – | 508 |
|
|
2017
Q2 | $20K | Buy |
836
+6
| +0.7% | +$144 | ﹤0.01% | 389 |
|
|
2017
Q1 | $20K | Sell |
830
-500
| -38% | -$12K | ﹤0.01% | 401 |
|
|
2016
Q4 | $32K | Buy |
1,330
+501
| +60% | +$12.1K | ﹤0.01% | 305 |
|
|
2016
Q3 | $23K | Hold |
829
| – | – | ﹤0.01% | 340 |
|
|
2016
Q2 | $24K | Sell |
829
-267
| -24% | -$7.73K | ﹤0.01% | 333 |
|
|
2016
Q1 | $35K | Buy |
1,096
+237
| +28% | +$7.57K | ﹤0.01% | 278 |
|
|
2015
Q4 | $22K | Sell |
859
-2
| -0.2% | -$51 | ﹤0.01% | 315 |
|
|
2015
Q3 | $22K | Sell |
861
-37
| -4% | -$945 | ﹤0.01% | 300 |
|
|
2015
Q2 | $26K | Buy |
898
+23
| +3% | +$666 | ﹤0.01% | 295 |
|
|
2015
Q1 | $30K | Buy |
875
+50
| +6% | +$1.71K | ﹤0.01% | 292 |
|
|
2014
Q4 | $33K | Sell |
825
-72,203
| -99% | -$2.89M | 0.01% | 266 |
|
|
2014
Q3 | $2.99M | Buy |
73,028
+622
| +0.9% | +$25.4K | 0.54% | 34 |
|
|
2014
Q2 | $2.62M | Buy |
72,406
+6,397
| +10% | +$232K | 0.51% | 46 |
|
|
2014
Q1 | $2.17M | Buy |
66,009
+10,125
| +18% | +$333K | 0.5% | 42 |
|
|
2013
Q4 | $1.78M | Buy |
55,884
+14,874
| +36% | +$474K | 0.47% | 61 |
|
|
2013
Q3 | $1.29M | Buy |
+41,010
| New | +$1.29M | 0.41% | 83 |
|