Independent Financial Group’s Lumen LUMN Stock Holding History

Independent Financial Group’s Portfolio LUMN Stock Details LUMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,056	Closed	-$106K	–	1230
2024 Q4	$106K	Sell	20,056 -5,744	-22%	-$39.6K	﹤0.01%	1131
2024 Q3	$183K	Sell	25,800 -23,928	-48%	-$102K	0.01%	1083
2024 Q2	$54.7K	Sell	49,728 -4,135	-8%	-$5.24K	﹤0.01%	1066
2024 Q1	$84K	Buy	53,863 +40,275	+296%	+$62.9K	﹤0.01%	990
2023 Q4	$24.9K	Sell	13,588 -4,650	-25%	-$6.59K	﹤0.01%	941
2023 Q3	$25.9K	Sell	18,238 -3,385	-16%	-$5.73K	﹤0.01%	889
2023 Q2	$48.9K	Sell	21,623 -2,979	-12%	-$6.56K	﹤0.01%	867
2023 Q1	$65.2K	Sell	24,602 -53,380	-68%	-$215K	0.01%	821
2022 Q4	$407K	Sell	77,982 -17,443	-18%	-$107K	0.04%	475
2022 Q3	$695K	Sell	95,425 -2,189	-2%	-$22.3K	0.06%	312
2022 Q2	$1.06M	Buy	97,614 +13,706	+16%	+$154K	0.11%	214
2022 Q1	$946K	Buy	83,908 +18,948	+29%	+$217K	0.08%	267
2021 Q4	$815K	Buy	64,960 +5,924	+10%	+$75.4K	0.07%	303
2021 Q3	$731K	Buy	59,036 +2,795	+5%	+$35K	0.07%	286
2021 Q2	$764K	Buy	56,241 +8,324	+17%	+$115K	0.08%	277
2021 Q1	$640K	Sell	47,917 -1,607	-3%	-$20K	0.08%	265
2020 Q4	$483K	Buy	49,524 +1,675	+4%	+$16.5K	0.07%	315
2020 Q3	$483K	Buy	+47,849	New	+$497K	0.09%	242
2020 Q2	–	Sell	-47,755	Closed	-$452K	–	496
2020 Q1	$452K	Buy	+47,755	New	+$597K	0.13%	188

Other funds holding LUMN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return