Jones Financial Companies’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
31,018
+1,123
| +4% | +$5.07K | ﹤0.01% | 1794 |
|
|
2025
Q1 | $118K | Buy |
29,895
+15,534
| +108% | +$61.2K | ﹤0.01% | 1707 |
|
|
2024
Q4 | $76.3K | Buy |
14,361
+8,963
| +166% | +$47.6K | ﹤0.01% | 1723 |
|
|
2024
Q3 | $39.3K | Buy |
5,398
+380
| +8% | +$2.77K | ﹤0.01% | 1724 |
|
|
2024
Q2 | $5.52K | Buy |
5,018
+4,018
| +402% | +$4.42K | ﹤0.01% | 1918 |
|
|
2024
Q1 | $1.56K | Buy |
+1,000
| New | +$1.56K | ﹤0.01% | 1279 |
|
|
2023
Q2 | – | Sell |
-500
| Closed | -$1.33K | – | 567 |
|
|
2023
Q1 | $1.33K | Buy |
+500
| New | +$1.33K | ﹤0.01% | 559 |
|
|
2022
Q3 | – | Sell |
-52
| Closed | -$1K | – | 653 |
|
|
2022
Q2 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 658 |
|
|
2021
Q1 | – | Sell |
-178
| Closed | -$2K | – | 829 |
|
|
2020
Q4 | $2K | Buy |
+178
| New | +$2K | ﹤0.01% | 612 |
|
|
2013
Q4 | – | Sell |
-1,765
| Closed | -$55K | – | 409 |
|
|
2013
Q3 | $55K | Buy |
1,765
+142
| +9% | +$4.43K | ﹤0.01% | 284 |
|
|
2013
Q2 | $57K | Buy |
+1,623
| New | +$57K | ﹤0.01% | 309 |
|