Kelly Financial Services’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-883
| Closed | -$971 | – | 484 |
|
2024
Q2 | $971 | Hold |
883
| – | – | ﹤0.01% | 654 |
|
2024
Q1 | $1.38K | Hold |
883
| – | – | ﹤0.01% | 634 |
|
2023
Q4 | $1.62K | Hold |
883
| – | – | ﹤0.01% | 606 |
|
2023
Q3 | $1.25K | Hold |
883
| – | – | ﹤0.01% | 597 |
|
2023
Q2 | $2K | Hold |
883
| – | – | ﹤0.01% | 551 |
|
2023
Q1 | $2.34K | Hold |
883
| – | – | ﹤0.01% | 513 |
|
2022
Q4 | $4.61K | Hold |
883
| – | – | ﹤0.01% | 412 |
|
2022
Q3 | $6.43K | Hold |
883
| – | – | ﹤0.01% | 368 |
|
2022
Q2 | $9.63K | Hold |
883
| – | – | 0.01% | 326 |
|
2022
Q1 | $9.95K | Hold |
883
| – | – | ﹤0.01% | 341 |
|
2021
Q4 | $11.1K | Hold |
883
| – | – | 0.01% | 329 |
|
2021
Q3 | $10.9K | Sell |
883
-11,117
| -93% | -$138K | 0.01% | 316 |
|
2021
Q2 | $883K | Buy |
12,000
+11,117
| +1,259% | +$818K | 0.03% | 131 |
|
2021
Q1 | $11.8K | Hold |
883
| – | – | 0.01% | 280 |
|
2020
Q4 | $8.61K | Hold |
883
| – | – | 0.01% | 295 |
|
2020
Q3 | $8.91K | Hold |
883
| – | – | 0.01% | 264 |
|
2020
Q2 | $8.86K | Hold |
883
| – | – | 0.01% | 263 |
|
2020
Q1 | $8.35K | Hold |
883
| – | – | 0.01% | 234 |
|
2019
Q4 | $11.7K | Hold |
883
| – | – | 0.01% | 217 |
|
2019
Q3 | $11K | Hold |
883
| – | – | 0.01% | 217 |
|
2019
Q2 | $10.4K | Hold |
883
| – | – | 0.01% | 219 |
|
2019
Q1 | $10.6K | Buy |
+883
| New | +$10.6K | 0.01% | 214 |
|