IFP Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8K | Buy |
396
+376
| +1,880% | +$12.1K | ﹤0.01% | 2785 |
|
|
2025
Q1 | $102 | Hold |
20
| – | – | ﹤0.01% | 3848 |
|
|
2024
Q4 | $138 | Sell |
20
-3
| -13% | -$21 | ﹤0.01% | 3909 |
|
|
2024
Q3 | $162 | Sell |
23
-8,075
| -100% | -$56.9K | ﹤0.01% | 3214 |
|
|
2024
Q2 | $8.91K | Buy |
8,098
+8,000
| +8,163% | +$8.8K | ﹤0.01% | 2378 |
|
|
2024
Q1 | $152 | Sell |
98
-992
| -91% | -$1.54K | ﹤0.01% | 3041 |
|
|
2023
Q4 | $1.99K | Sell |
1,090
-717
| -40% | -$1.31K | ﹤0.01% | 2680 |
|
|
2023
Q3 | $2.57K | Sell |
1,807
-4,654
| -72% | -$6.61K | ﹤0.01% | 2762 |
|
|
2023
Q2 | $14.6K | Sell |
6,461
-13,702
| -68% | -$31K | ﹤0.01% | 2158 |
|
|
2023
Q1 | $224K | Sell |
20,163
-16,763
| -45% | -$186K | 0.01% | 904 |
|
|
2022
Q4 | $413K | Sell |
36,926
-36,712
| -50% | -$411K | 0.01% | 985 |
|
|
2022
Q3 | $840K | Sell |
73,638
-34,699
| -32% | -$396K | 0.02% | 702 |
|
|
2022
Q2 | $1.21M | Hold |
108,337
| – | – | 0.04% | 517 |
|
|
2022
Q1 | $1.21M | Buy |
108,337
+103,697
| +2,235% | +$1.16M | 0.04% | 517 |
|
|
2021
Q4 | $61K | Sell |
4,640
-265
| -5% | -$3.48K | ﹤0.01% | 1459 |
|
|
2021
Q3 | $65K | Buy |
4,905
+493
| +11% | +$6.53K | ﹤0.01% | 1430 |
|
|
2021
Q2 | $60K | Buy |
4,412
+1,404
| +47% | +$19.1K | ﹤0.01% | 1448 |
|
|
2021
Q1 | $39K | Sell |
3,008
-5,558
| -65% | -$72.1K | ﹤0.01% | 1563 |
|
|
2020
Q4 | $85K | Sell |
8,566
-647
| -7% | -$6.42K | ﹤0.01% | 1208 |
|
|
2020
Q3 | $92K | Buy |
9,213
+963
| +12% | +$9.62K | 0.01% | 1033 |
|
|
2020
Q2 | $84K | Buy |
8,250
+2,107
| +34% | +$21.5K | 0.01% | 986 |
|
|
2020
Q1 | $56K | Buy |
6,143
+2,019
| +49% | +$18.4K | 0.01% | 1062 |
|
|
2019
Q4 | $52K | Sell |
4,124
-4,560
| -53% | -$57.5K | ﹤0.01% | 1235 |
|
|
2019
Q3 | $103K | Buy |
+8,684
| New | +$103K | 0.01% | 1046 |
|
|
2019
Q1 | $64K | Sell |
5,458
-8,478
| -61% | -$99.4K | 0.01% | 865 |
|
|
2018
Q4 | $213K | Sell |
13,936
-2,560
| -16% | -$39.1K | 0.01% | 836 |
|
|
2018
Q3 | $350K | Sell |
16,496
-2,227
| -12% | -$47.3K | 0.01% | 814 |
|
|
2018
Q2 | $349K | Sell |
18,723
-5,779
| -24% | -$108K | 0.01% | 817 |
|
|
2018
Q1 | $409K | Hold |
24,502
| – | – | 0.02% | 698 |
|
|
2017
Q4 | $409K | Sell |
24,502
-20,257
| -45% | -$338K | 0.02% | 695 |
|
|
2017
Q3 | $846K | Sell |
44,759
-1,611
| -3% | -$30.5K | 0.03% | 496 |
|
|
2017
Q2 | $1.11M | Buy |
46,370
+10,074
| +28% | +$240K | 0.05% | 406 |
|
|
2017
Q1 | $855K | Buy |
36,296
+645
| +2% | +$15.2K | 0.04% | 474 |
|
|
2016
Q4 | $848K | Buy |
35,651
+2,437
| +7% | +$58K | 0.04% | 435 |
|
|
2016
Q3 | $911K | Buy |
33,214
+5,449
| +20% | +$149K | 0.05% | 381 |
|
|
2016
Q2 | $805K | Buy |
27,765
+22,307
| +409% | +$647K | 0.04% | 401 |
|
|
2016
Q1 | $64K | Sell |
5,458
-16,572
| -75% | -$194K | 0.01% | 865 |
|
|
2015
Q4 | $554K | Buy |
+22,030
| New | +$554K | 0.04% | 470 |
|