Mark Sheptoff Financial Planning’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	-39	Closed	-$277	–	443
2024 Q3	$277	Hold	39	–	–	﹤0.01%	420
2024 Q2	$43	Hold	39	–	–	﹤0.01%	426
2024 Q1	$61	Hold	39	–	–	﹤0.01%	397
2023 Q4	$71	Hold	39	–	–	﹤0.01%	391
2023 Q3	$55	Hold	39	–	–	﹤0.01%	377
2023 Q2	$88	Hold	39	–	–	﹤0.01%	386
2023 Q1	$103	Hold	39	–	–	﹤0.01%	379
2022 Q4	$204	Hold	39	–	–	﹤0.01%	383
2022 Q3	$0	Hold	39	–	–	﹤0.01%	384
2022 Q2	$0	Hold	39	–	–	﹤0.01%	410
2022 Q1	$0	Hold	39	–	–	﹤0.01%	464
2021 Q4	$0	Buy	+39	New	–	﹤0.01%	469
2018 Q2	–	Sell	-500	Closed	-$8K	–	380
2018 Q1	$8K	Hold	500	–	–	0.01%	306
2017 Q4	$8K	Sell	500 -300	-38%	-$4.8K	0.01%	298
2017 Q3	$15K	Sell	800 -900	-53%	-$16.9K	0.01%	258
2017 Q2	$41K	Sell	1,700 -1,701	-50%	-$41K	0.03%	185
2017 Q1	$80K	Sell	3,401 -1,599	-32%	-$37.6K	0.06%	150
2016 Q4	$119K	Buy	5,000 +4,000	+400%	+$95.2K	0.09%	131
2016 Q3	$27K	Hold	1,000	–	–	0.02%	202
2016 Q2	$29K	Buy	1,000 +500	+100%	+$14.5K	0.02%	185
2016 Q1	$16K	Hold	500	–	–	0.01%	222
2015 Q4	$13K	Hold	500	–	–	0.01%	251
2015 Q3	$13K	Hold	500	–	–	0.01%	234
2015 Q2	$15K	Sell	500 -800	-62%	-$24K	0.01%	244
2015 Q1	$45K	Hold	1,300	–	–	0.04%	173
2014 Q4	$51K	Hold	1,300	–	–	0.05%	166
2014 Q3	$53K	Hold	1,300	–	–	0.05%	166
2014 Q2	$47K	Hold	1,300	–	–	0.04%	179
2014 Q1	$43K	Buy	+1,300	New	+$43K	0.04%	191