Institutional & Family Asset Management’s Lumen LUMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$14.1K Hold
12,778
﹤0.01% 381
2024
Q1
$19.9K Hold
12,778
﹤0.01% 327
2023
Q4
$23.4K Hold
12,778
﹤0.01% 302
2023
Q3
$18.1K Hold
12,778
﹤0.01% 315
2023
Q2
$28.9K Hold
12,778
﹤0.01% 273
2023
Q1
$33.9K Hold
12,778
0.01% 247
2022
Q4
$66.7K Hold
12,778
0.01% 198
2022
Q3
$93K Hold
12,778
0.02% 172
2022
Q2
$139K Hold
12,778
0.02% 153
2022
Q1
$144K Hold
12,778
0.02% 168
2021
Q4
$160K Hold
12,778
0.02% 172
2021
Q3
$158K Hold
12,778
0.03% 197
2021
Q2
$174K Hold
12,778
0.03% 186
2021
Q1
$171K Buy
+12,778
New +$171K 0.03% 198
2020
Q4
Sell
-12,778
Closed -$129K 897
2020
Q3
$129K Hold
12,778
0.03% 207
2020
Q2
$128K Sell
12,778
-300
-2% -$3.01K 0.03% 212
2020
Q1
$124K Buy
13,078
+300
+2% +$2.84K 0.03% 183
2019
Q4
$169K Hold
12,778
0.04% 180
2019
Q3
$159K Hold
12,778
0.03% 175
2019
Q2
$150K Hold
12,778
0.03% 185
2019
Q1
$153K Sell
12,778
-8,000
-39% -$95.8K 0.03% 199
2018
Q4
$315K Sell
20,778
-1,600
-7% -$24.3K 0.07% 129
2018
Q3
$474K Buy
22,378
+1,600
+8% +$33.9K 0.09% 117
2018
Q2
$387K Sell
20,778
-486
-2% -$9.05K 0.08% 128
2018
Q1
$349K Buy
21,264
+15
+0.1% +$246 0.07% 130
2017
Q4
$354K Buy
+21,249
New +$354K 0.07% 128