MGIA
Moneta Group Investment Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
+66,267
| New | +$290K | ﹤0.01% | 572 |
|
|
2023
Q2 | – | Sell |
-15,013
| Closed | -$39.8K | – | 559 |
|
|
2023
Q1 | $39.8K | Buy |
+15,013
| New | +$39.8K | ﹤0.01% | 526 |
|
|
2018
Q3 | – | Sell |
-1,128
| Closed | -$21K | – | 305 |
|
|
2018
Q2 | $21K | Sell |
1,128
-8,582
| -88% | -$160K | ﹤0.01% | 357 |
|
|
2018
Q1 | $11K | Buy |
9,710
+9,344
| +2,553% | +$10.6K | ﹤0.01% | 446 |
|
|
2017
Q4 | $6K | Buy |
+366
| New | +$6K | ﹤0.01% | 360 |
|