Kovack Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,722
| Closed | -$24.2K | – | 587 |
|
|
2023
Q2 | $24.2K | Sell |
10,722
-1,270
| -11% | -$2.87K | ﹤0.01% | 574 |
|
|
2023
Q1 | $31.8K | Buy |
+11,992
| New | +$31.8K | ﹤0.01% | 581 |
|
|
2022
Q2 | – | Sell |
-14,132
| Closed | -$159K | – | 664 |
|
|
2022
Q1 | $159K | Buy |
+14,132
| New | +$159K | 0.02% | 666 |
|
|
2021
Q1 | – | Sell |
-12,410
| Closed | -$121K | – | 638 |
|
|
2020
Q4 | $121K | Sell |
12,410
-1,900
| -13% | -$18.5K | 0.02% | 552 |
|
|
2020
Q3 | $144K | Buy |
14,310
+1,800
| +14% | +$18.1K | 0.03% | 440 |
|
|
2020
Q2 | $125K | Buy |
12,510
+200
| +2% | +$2K | 0.02% | 433 |
|
|
2020
Q1 | $116K | Sell |
12,310
-6,055
| -33% | -$57.1K | 0.03% | 399 |
|
|
2019
Q4 | $243K | Sell |
18,365
-2,184
| -11% | -$28.9K | 0.04% | 410 |
|
|
2019
Q3 | $256K | Buy |
20,549
+3,836
| +23% | +$47.8K | 0.05% | 365 |
|
|
2019
Q2 | $197K | Buy |
16,713
+3,563
| +27% | +$42K | 0.05% | 401 |
|
|
2019
Q1 | $158K | Buy |
13,150
+1,101
| +9% | +$13.2K | 0.04% | 394 |
|
|
2018
Q4 | $183K | Buy |
12,049
+927
| +8% | +$14.1K | 0.05% | 355 |
|
|
2018
Q3 | $236K | Buy |
+11,122
| New | +$236K | 0.06% | 350 |
|
|
2018
Q2 | – | Sell |
-11,376
| Closed | -$187K | – | 471 |
|
|
2018
Q1 | $187K | Buy |
+11,376
| New | +$187K | 0.05% | 427 |
|
|
2017
Q4 | – | Sell |
-11,447
| Closed | -$216K | – | 477 |
|
|
2017
Q3 | $216K | Buy |
11,447
+1,190
| +12% | +$22.5K | 0.07% | 303 |
|
|
2017
Q2 | $245K | Buy |
10,257
+1,280
| +14% | +$30.6K | 0.08% | 293 |
|
|
2017
Q1 | $212K | Buy |
+8,977
| New | +$212K | 0.08% | 259 |
|