Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Lumen LUMN Stock Holding History

Kovitz Investment Group Partners’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$111K Sell
25,251
-229
-0.9% -$1K ﹤0.01% 1314
2025
Q1 		$99.9K Sell
25,480
-1,305
-5% -$5.12K ﹤0.01% 1201
2024
Q4 		$142K Buy
26,785
+1,369
+5% +$7.27K ﹤0.01% 1183
2024
Q3 		$92.9K Buy
+25,416
New +$92.9K ﹤0.01% 982