JFS Wealth 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 | $1.38K | Buy |
315
+100
| +47% | +$438 | ﹤0.01% | 1491 |
|
|
2025
Q1 | $843 | Buy |
215
+63
| +41% | +$247 | ﹤0.01% | 1679 |
|
|
2024
Q4 | $808 | Buy |
+152
| New | +$808 | ﹤0.01% | 1708 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$2 | – | 2020 |
|
|
2023
Q3 | $2 | Sell |
1
-450
| -100% | -$900 | ﹤0.01% | 1969 |
|
|
2023
Q2 | $1.02K | Sell |
451
-480
| -52% | -$1.09K | ﹤0.01% | 1597 |
|
|
2023
Q1 | $2.47K | Sell |
931
-46
| -5% | -$122 | ﹤0.01% | 1278 |
|
|
2022
Q4 | $5.1K | Hold |
977
| – | – | ﹤0.01% | 984 |
|
|
2022
Q3 | $7K | Hold |
977
| – | – | ﹤0.01% | 864 |
|
|
2022
Q2 | $11K | Buy |
977
+200
| +26% | +$2.25K | ﹤0.01% | 740 |
|
|
2022
Q1 | $9K | Buy |
777
+459
| +144% | +$5.32K | ﹤0.01% | 831 |
|
|
2021
Q4 | $4K | Buy |
+318
| New | +$4K | ﹤0.01% | 869 |
|
|
2019
Q1 | – | Sell |
-295
| Closed | -$4K | – | 472 |
|
|
2018
Q4 | $4K | Sell |
295
-2,277
| -89% | -$30.9K | ﹤0.01% | 397 |
|
|
2018
Q3 | $55K | Buy |
2,572
+3
| +0.1% | +$64 | 0.01% | 240 |
|
|
2018
Q2 | $48K | Sell |
2,569
-18
| -0.7% | -$336 | 0.01% | 247 |
|
|
2018
Q1 | $43K | Buy |
2,587
+28
| +1% | +$465 | 0.01% | 254 |
|
|
2017
Q4 | $43K | Sell |
2,559
-45
| -2% | -$756 | 0.01% | 263 |
|
|
2017
Q3 | $49K | Sell |
2,604
-437
| -14% | -$8.22K | 0.01% | 246 |
|
|
2017
Q2 | $73K | Buy |
3,041
+80
| +3% | +$1.92K | 0.02% | 197 |
|
|
2017
Q1 | $70K | Hold |
2,961
| – | – | 0.02% | 197 |
|
|
2016
Q4 | $70K | Buy |
2,961
+1,062
| +56% | +$25.1K | 0.02% | 197 |
|
|
2016
Q3 | $52K | Sell |
1,899
-443
| -19% | -$12.1K | 0.01% | 236 |
|
|
2016
Q2 | $68K | Sell |
2,342
-618
| -21% | -$17.9K | 0.02% | 229 |
|
|
2016
Q1 | $95K | Buy |
2,960
+6
| +0.2% | +$193 | 0.03% | 177 |
|
|
2015
Q4 | $74K | Buy |
2,954
+5
| +0.2% | +$125 | 0.02% | 206 |
|
|
2015
Q3 | $74K | Buy |
2,949
+11
| +0.4% | +$276 | 0.03% | 174 |
|
|
2015
Q2 | $86K | Buy |
2,938
+8
| +0.3% | +$234 | 0.04% | 136 |
|
|
2015
Q1 | $101K | Buy |
2,930
+99
| +3% | +$3.41K | 0.05% | 128 |
|
|
2014
Q4 | $112K | Sell |
2,831
-97
| -3% | -$3.84K | 0.02% | 120 |
|
|
2014
Q3 | $120K | Sell |
2,928
-535
| -15% | -$21.9K | 0.02% | 110 |
|
|
2014
Q2 | $125K | Sell |
3,463
-3,229
| -48% | -$117K | 0.02% | 111 |
|
|
2014
Q1 | $220K | Sell |
6,692
-1,938
| -22% | -$63.6K | 0.12% | 102 |
|
|
2013
Q4 | $275K | Sell |
8,630
-3,194
| -27% | -$102K | 0.12% | 98 |
|
|
2013
Q3 | $371K | Buy |
+11,824
| New | +$371K | 0.17% | 85 |
|