HSA
HBK Sorce Advisory’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.1K | Buy |
14,395
+152
| +1% | +$666 | ﹤0.01% | 570 |
|
|
2025
Q1 | $55.8K | Sell |
14,243
-1,538
| -10% | -$6.03K | ﹤0.01% | 566 |
|
|
2024
Q4 | $83.8K | Buy |
15,781
+613
| +4% | +$3.26K | ﹤0.01% | 556 |
|
|
2024
Q3 | $108K | Buy |
15,168
+1,451
| +11% | +$10.3K | ﹤0.01% | 556 |
|
|
2024
Q2 | $15.1K | Sell |
13,717
-8
| -0.1% | -$9 | ﹤0.01% | 558 |
|
|
2024
Q1 | $21.4K | Buy |
13,725
+2,635
| +24% | +$4.11K | ﹤0.01% | 595 |
|
|
2023
Q4 | $20.3K | Buy |
+11,090
| New | +$20.3K | ﹤0.01% | 558 |
|
|
2015
Q2 | – | Sell |
-6,451
| Closed | -$223K | – | 196 |
|
|
2015
Q1 | $223K | Sell |
6,451
-24
| -0.4% | -$830 | 0.08% | 145 |
|
|
2014
Q4 | $256K | Hold |
6,475
| – | – | 0.09% | 157 |
|
|
2014
Q3 | $265K | Sell |
6,475
-417
| -6% | -$17.1K | 0.1% | 138 |
|
|
2014
Q2 | $249K | Buy |
+6,892
| New | +$249K | 0.09% | 157 |
|
|
2013
Q3 | – | Sell |
-12,408
| Closed | -$438K | – | 182 |
|
|
2013
Q2 | $438K | Buy |
+12,408
| New | +$438K | 0.09% | 148 |
|