Integrated Wealth Concepts’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $83.3K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $21.4K | Sell |
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|
2023
Q2 | $37.8K | Sell |
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|
2023
Q1 | $49K | Buy |
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|
2022
Q4 | $79K | Sell |
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|
2022
Q3 | $128K | Sell |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $227K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $137K | Buy |
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