Journey Strategic Wealth’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,885
| Closed | -$89.7K | – | 685 |
|
|
2025
Q1 | $89.7K | Sell |
22,885
-2,303
| -9% | -$9.03K | ﹤0.01% | 495 |
|
|
2024
Q4 | $134K | Sell |
25,188
-1,090
| -4% | -$5.79K | 0.01% | 487 |
|
|
2024
Q3 | $187K | Buy |
+26,278
| New | +$187K | 0.01% | 483 |
|
|
2024
Q2 | – | Sell |
-57,310
| Closed | -$89.4K | – | 408 |
|
|
2024
Q1 | $89.4K | Buy |
57,310
+22,795
| +66% | +$35.6K | ﹤0.01% | 311 |
|
|
2023
Q4 | $63.2K | Buy |
+34,515
| New | +$63.2K | ﹤0.01% | 229 |
|
|
2023
Q3 | – | Sell |
-19,064
| Closed | -$43.1K | – | 216 |
|
|
2023
Q2 | $43.1K | Sell |
19,064
-26,036
| -58% | -$58.8K | ﹤0.01% | 199 |
|
|
2023
Q1 | $120K | Buy |
+45,100
| New | +$120K | 0.01% | 244 |
|