Kestra Private Wealth 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 | $88.1K | Buy |
20,109
+21
| +0.1% | +$92 | ﹤0.01% | 1551 |
|
|
2025
Q1 | $78.7K | Buy |
20,088
+968
| +5% | +$3.8K | ﹤0.01% | 1460 |
|
|
2024
Q4 | $102K | Buy |
+19,120
| New | +$102K | ﹤0.01% | 1357 |
|
|
2024
Q3 | – | Sell |
-25,333
| Closed | -$27.9K | – | 1421 |
|
|
2024
Q2 | $27.9K | Buy |
25,333
+5,694
| +29% | +$6.26K | ﹤0.01% | 1325 |
|
|
2024
Q1 | $30.6K | Buy |
19,639
+1,228
| +7% | +$1.92K | ﹤0.01% | 1277 |
|
|
2023
Q4 | $33.7K | Sell |
18,411
-6,944
| -27% | -$12.7K | ﹤0.01% | 1187 |
|
|
2023
Q3 | $36K | Sell |
25,355
-5,154
| -17% | -$7.32K | ﹤0.01% | 1137 |
|
|
2023
Q2 | $69K | Sell |
30,509
-4,403
| -13% | -$9.95K | ﹤0.01% | 1028 |
|
|
2023
Q1 | $92.5K | Sell |
34,912
-1,438
| -4% | -$3.81K | ﹤0.01% | 985 |
|
|
2022
Q4 | $190K | Sell |
36,350
-4,957
| -12% | -$25.9K | 0.01% | 811 |
|
|
2022
Q3 | $301K | Buy |
41,307
+2,330
| +6% | +$17K | 0.02% | 651 |
|
|
2022
Q2 | $425K | Buy |
38,977
+2,534
| +7% | +$27.6K | 0.02% | 548 |
|
|
2022
Q1 | $411K | Sell |
36,443
-2,684
| -7% | -$30.3K | 0.02% | 640 |
|
|
2021
Q4 | $491K | Buy |
39,127
+124
| +0.3% | +$1.56K | 0.02% | 596 |
|
|
2021
Q3 | $483K | Buy |
39,003
+27,234
| +231% | +$337K | 0.03% | 545 |
|
|
2021
Q2 | $160K | Buy |
11,769
+256
| +2% | +$3.48K | 0.01% | 834 |
|
|
2021
Q1 | $154K | Sell |
11,513
-327
| -3% | -$4.37K | 0.01% | 759 |
|
|
2020
Q4 | $115K | Buy |
11,840
+1,017
| +9% | +$9.88K | 0.01% | 700 |
|
|
2020
Q3 | $109K | Buy |
+10,823
| New | +$109K | 0.01% | 642 |
|