Kestra Advisory Services’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $76.5K | Buy |
17,476
+1,039
| +6% | +$4.55K | ﹤0.01% | 2741 |
|
2025
Q1 | $64.4K | Sell |
16,437
-2,986
| -15% | -$11.7K | ﹤0.01% | 2626 |
|
2024
Q4 | $103K | Sell |
19,423
-2,452
| -11% | -$13K | ﹤0.01% | 2554 |
|
2024
Q3 | $155K | Sell |
21,875
-2,643
| -11% | -$18.8K | ﹤0.01% | 2408 |
|
2024
Q2 | $27K | Sell |
24,518
-1,199
| -5% | -$1.32K | ﹤0.01% | 2571 |
|
2024
Q1 | $40.1K | Buy |
25,717
+442
| +2% | +$690 | ﹤0.01% | 2407 |
|
2023
Q4 | $46.3K | Sell |
25,275
-31,176
| -55% | -$57.1K | ﹤0.01% | 2223 |
|
2023
Q3 | $80.2K | Sell |
56,451
-7,150
| -11% | -$10.2K | ﹤0.01% | 2031 |
|
2023
Q2 | $144K | Buy |
63,601
+1,920
| +3% | +$4.34K | ﹤0.01% | 1962 |
|
2023
Q1 | $163K | Sell |
61,681
-313,421
| -84% | -$831K | ﹤0.01% | 1888 |
|
2022
Q4 | $1.96M | Buy |
375,102
+113,091
| +43% | +$590K | 0.02% | 755 |
|
2022
Q3 | $1.91M | Buy |
262,011
+11,714
| +5% | +$85.3K | 0.02% | 682 |
|
2022
Q2 | $2.73M | Buy |
250,297
+1,514
| +0.6% | +$16.5K | 0.03% | 555 |
|
2022
Q1 | $2.8M | Buy |
248,783
+31,133
| +14% | +$351K | 0.03% | 557 |
|
2021
Q4 | $2.73M | Sell |
217,650
-16,025
| -7% | -$201K | 0.03% | 575 |
|
2021
Q3 | $2.9M | Sell |
233,675
-7,031
| -3% | -$87.1K | 0.03% | 572 |
|
2021
Q2 | $3.27M | Buy |
240,706
+1,030
| +0.4% | +$14K | 0.04% | 489 |
|
2021
Q1 | $3.2M | Buy |
239,676
+146,157
| +156% | +$1.95M | 0.04% | 451 |
|
2020
Q4 | $909K | Buy |
93,519
+14,613
| +19% | +$142K | 0.01% | 904 |
|
2020
Q3 | $798K | Buy |
+78,906
| New | +$798K | 0.01% | 697 |
|