JNBA Financial 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 | $1.44K | Buy |
330
+243
| +279% | +$1.06K | ﹤0.01% | 614 |
|
|
2025
Q1 | $342 | Hold |
87
| – | – | ﹤0.01% | 638 |
|
|
2024
Q4 | $462 | Hold |
87
| – | – | ﹤0.01% | 636 |
|
|
2024
Q3 | $618 | Hold |
87
| – | – | ﹤0.01% | 636 |
|
|
2024
Q2 | $96 | Hold |
87
| – | – | ﹤0.01% | 633 |
|
|
2024
Q1 | $136 | Hold |
87
| – | – | ﹤0.01% | 659 |
|
|
2023
Q4 | $160 | Hold |
87
| – | – | ﹤0.01% | 698 |
|
|
2023
Q3 | $124 | Hold |
87
| – | – | ﹤0.01% | 733 |
|
|
2023
Q2 | $197 | Hold |
87
| – | – | ﹤0.01% | 694 |
|
|
2023
Q1 | $231 | Hold |
87
| – | – | ﹤0.01% | 709 |
|
|
2022
Q4 | $454 | Hold |
87
| – | – | ﹤0.01% | 637 |
|
|
2022
Q3 | $1K | Hold |
87
| – | – | ﹤0.01% | 653 |
|
|
2022
Q2 | $1K | Hold |
87
| – | – | ﹤0.01% | 690 |
|
|
2022
Q1 | $1K | Sell |
87
-8
| -8% | -$92 | ﹤0.01% | 676 |
|
|
2021
Q4 | $1K | Hold |
95
| – | – | ﹤0.01% | 791 |
|
|
2021
Q3 | $1K | Sell |
95
-21
| -18% | -$221 | ﹤0.01% | 705 |
|
|
2021
Q2 | $2K | Hold |
116
| – | – | ﹤0.01% | 629 |
|
|
2021
Q1 | $2K | Hold |
116
| – | – | ﹤0.01% | 604 |
|
|
2020
Q4 | $1K | Hold |
116
| – | – | ﹤0.01% | 587 |
|
|
2020
Q3 | $1K | Hold |
116
| – | – | ﹤0.01% | 557 |
|
|
2020
Q2 | $1K | Sell |
116
-346
| -75% | -$2.98K | ﹤0.01% | 547 |
|
|
2020
Q1 | $4K | Hold |
462
| – | – | ﹤0.01% | 465 |
|
|
2019
Q4 | $6K | Hold |
462
| – | – | ﹤0.01% | 484 |
|
|
2019
Q3 | $6K | Sell |
462
-100
| -18% | -$1.3K | ﹤0.01% | 462 |
|
|
2019
Q2 | $7K | Buy |
562
+100
| +22% | +$1.25K | ﹤0.01% | 476 |
|
|
2019
Q1 | $6K | Hold |
462
| – | – | ﹤0.01% | 439 |
|
|
2018
Q4 | $7K | Buy |
462
+460
| +23,000% | +$6.97K | ﹤0.01% | 405 |
|
|
2018
Q3 | $0 | Sell |
2
-260
| -99% | – | ﹤0.01% | 612 |
|
|
2018
Q2 | $5K | Hold |
262
| – | – | ﹤0.01% | 454 |
|
|
2018
Q1 | $4K | Hold |
262
| – | – | ﹤0.01% | 433 |
|
|
2017
Q4 | $4K | Sell |
262
-413
| -61% | -$6.31K | ﹤0.01% | 419 |
|
|
2017
Q3 | $13K | Buy |
675
+400
| +145% | +$7.7K | ﹤0.01% | 339 |
|
|
2017
Q2 | $7K | Hold |
275
| – | – | ﹤0.01% | 372 |
|
|
2017
Q1 | $6K | Hold |
275
| – | – | ﹤0.01% | 388 |
|
|
2016
Q4 | $7K | Sell |
275
-2,218
| -89% | -$56.5K | ﹤0.01% | 387 |
|
|
2016
Q3 | $68K | Buy |
2,493
+2,218
| +807% | +$60.5K | 0.01% | 459 |
|
|
2016
Q2 | $8K | Hold |
275
| – | – | ﹤0.01% | 358 |
|
|
2016
Q1 | $9K | Hold |
275
| – | – | ﹤0.01% | 359 |
|
|
2015
Q4 | $7K | Sell |
275
-36
| -12% | -$916 | ﹤0.01% | 374 |
|
|
2015
Q3 | $8K | Buy |
311
+1
| +0.3% | +$26 | ﹤0.01% | 368 |
|
|
2015
Q2 | $9K | Hold |
310
| – | – | ﹤0.01% | 356 |
|
|
2015
Q1 | $11K | Hold |
310
| – | – | ﹤0.01% | 358 |
|
|
2014
Q4 | $12K | Hold |
310
| – | – | ﹤0.01% | 342 |
|
|
2014
Q3 | $13K | Sell |
310
-35
| -10% | -$1.47K | 0.01% | 338 |
|
|
2014
Q2 | $12K | Sell |
345
-1,800
| -84% | -$62.6K | 0.01% | 332 |
|
|
2014
Q1 | $70K | Buy |
2,145
+1,800
| +522% | +$58.7K | 0.04% | 147 |
|
|
2013
Q4 | $11K | Hold |
345
| – | – | 0.01% | 308 |
|
|
2013
Q3 | $11K | Hold |
345
| – | – | 0.01% | 297 |
|
|
2013
Q2 | $12K | Buy |
+345
| New | +$12K | 0.01% | 245 |
|