Kozak & Associates’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641 | Hold |
142
| – | – | ﹤0.01% | 379 |
|
|
2025
Q1 | $491 | Hold |
142
| – | – | ﹤0.01% | 399 |
|
|
2024
Q4 | $801 | Hold |
142
| – | – | ﹤0.01% | 385 |
|
|
2024
Q3 | $883 | Hold |
142
| – | – | ﹤0.01% | 352 |
|
|
2024
Q2 | $148 | Hold |
142
| – | – | ﹤0.01% | 369 |
|
|
2024
Q1 | $186 | Hold |
142
| – | – | ﹤0.01% | 371 |
|
|
2023
Q4 | $221 | Hold |
142
| – | – | ﹤0.01% | 350 |
|
|
2023
Q3 | $184 | Sell |
142
-357
| -72% | -$463 | ﹤0.01% | 374 |
|
|
2023
Q2 | $1.12K | Hold |
499
| – | – | ﹤0.01% | 329 |
|
|
2023
Q1 | $1.32K | Hold |
499
| – | – | ﹤0.01% | 316 |
|
|
2022
Q4 | $3K | Hold |
499
| – | – | ﹤0.01% | 291 |
|
|
2022
Q3 | $3K | Buy |
499
+12
| +2% | +$72 | ﹤0.01% | 285 |
|
|
2022
Q2 | $5K | Buy |
487
+21
| +5% | +$216 | ﹤0.01% | 288 |
|
|
2022
Q1 | $5K | Hold |
466
| – | – | ﹤0.01% | 310 |
|
|
2021
Q4 | $5K | Buy |
466
+10
| +2% | +$107 | ﹤0.01% | 310 |
|
|
2021
Q3 | $6K | Buy |
+456
| New | +$6K | ﹤0.01% | 272 |
|