LMG Wealth Partners’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-27,574
| Closed | -$196K | – | 132 |
|
|
2024
Q3 | $196K | Hold |
27,574
| – | – | 0.04% | 122 |
|
|
2024
Q2 | $30.3K | Sell |
27,574
-880
| -3% | -$968 | 0.01% | 121 |
|
|
2024
Q1 | $44.4K | Hold |
28,454
| – | – | 0.01% | 120 |
|
|
2023
Q4 | $52.1K | Hold |
28,454
| – | – | 0.01% | 107 |
|
|
2023
Q3 | $40.4K | Sell |
28,454
-282
| -1% | -$400 | 0.01% | 103 |
|
|
2023
Q2 | $64.9K | Hold |
28,736
| – | – | 0.02% | 104 |
|
|
2023
Q1 | $76.2K | Sell |
28,736
-26
| -0.1% | -$69 | 0.02% | 103 |
|
|
2022
Q4 | $161K | Buy |
+28,762
| New | +$161K | 0.05% | 105 |
|