Northwestern Mutual Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
24,263
-26,862
| -53% | -$118K | ﹤0.01% | 1974 |
|
|
2025
Q1 | $200K | Buy |
51,125
+29,947
| +141% | +$117K | ﹤0.01% | 1664 |
|
|
2024
Q4 | $112K | Buy |
21,178
+3,736
| +21% | +$19.8K | ﹤0.01% | 1878 |
|
|
2024
Q3 | $124K | Sell |
17,442
-15,378
| -47% | -$109K | ﹤0.01% | 1815 |
|
|
2024
Q2 | $36.1K | Sell |
32,820
-1,640
| -5% | -$1.8K | ﹤0.01% | 2203 |
|
|
2024
Q1 | $53.8K | Sell |
34,460
-1,698
| -5% | -$2.65K | ﹤0.01% | 2041 |
|
|
2023
Q4 | $66.2K | Buy |
36,158
+14,670
| +68% | +$26.8K | ﹤0.01% | 1940 |
|
|
2023
Q3 | $30.5K | Sell |
21,488
-1,813
| -8% | -$2.57K | ﹤0.01% | 2157 |
|
|
2023
Q2 | $52.7K | Sell |
23,301
-1,792
| -7% | -$4.05K | ﹤0.01% | 1960 |
|
|
2023
Q1 | $66.5K | Sell |
25,093
-6,301
| -20% | -$16.7K | ﹤0.01% | 1842 |
|
|
2022
Q4 | $164K | Sell |
31,394
-8,208
| -21% | -$42.8K | ﹤0.01% | 1476 |
|
|
2022
Q3 | $289K | Sell |
39,602
-2,242
| -5% | -$16.4K | ﹤0.01% | 1262 |
|
|
2022
Q2 | $457K | Sell |
41,844
-372
| -0.9% | -$4.06K | ﹤0.01% | 1079 |
|
|
2022
Q1 | $477K | Buy |
42,216
+8,208
| +24% | +$92.7K | ﹤0.01% | 1095 |
|
|
2021
Q4 | $426K | Buy |
34,008
+10,585
| +45% | +$133K | ﹤0.01% | 1140 |
|
|
2021
Q3 | $290K | Buy |
23,423
+2,229
| +11% | +$27.6K | ﹤0.01% | 1205 |
|
|
2021
Q2 | $288K | Sell |
21,194
-3,361
| -14% | -$45.7K | ﹤0.01% | 1180 |
|
|
2021
Q1 | $328K | Sell |
24,555
-7,865
| -24% | -$105K | ﹤0.01% | 1064 |
|
|
2020
Q4 | $316K | Buy |
32,420
+9,900
| +44% | +$96.5K | ﹤0.01% | 981 |
|
|
2020
Q3 | $227K | Buy |
22,520
+672
| +3% | +$6.77K | ﹤0.01% | 988 |
|
|
2020
Q2 | $219K | Sell |
21,848
-1,112
| -5% | -$11.1K | ﹤0.01% | 934 |
|
|
2020
Q1 | $217K | Sell |
22,960
-422
| -2% | -$3.99K | ﹤0.01% | 860 |
|
|
2019
Q4 | $309K | Sell |
23,382
-65,681
| -74% | -$868K | ﹤0.01% | 809 |
|
|
2019
Q3 | $1.11M | Buy |
89,063
+943
| +1% | +$11.8K | ﹤0.01% | 471 |
|
|
2019
Q2 | $1.04M | Sell |
88,120
-1,436
| -2% | -$16.9K | ﹤0.01% | 468 |
|
|
2019
Q1 | $1.07M | Buy |
89,556
+61,987
| +225% | +$743K | ﹤0.01% | 448 |
|
|
2018
Q4 | $418K | Sell |
27,569
-2,579
| -9% | -$39.1K | ﹤0.01% | 611 |
|
|
2018
Q3 | $635K | Sell |
30,148
-3,503
| -10% | -$73.8K | ﹤0.01% | 510 |
|
|
2018
Q2 | $628K | Sell |
33,651
-7,697
| -19% | -$144K | ﹤0.01% | 491 |
|
|
2018
Q1 | $680K | Sell |
41,348
-22,175
| -35% | -$365K | ﹤0.01% | 463 |
|
|
2017
Q4 | $1.06M | Buy |
63,523
+4,461
| +8% | +$74.4K | 0.01% | 360 |
|
|
2017
Q3 | $1.12M | Buy |
59,062
+5,898
| +11% | +$111K | 0.01% | 337 |
|
|
2017
Q2 | $1.27M | Buy |
53,164
+11,827
| +29% | +$283K | 0.01% | 311 |
|
|
2017
Q1 | $974K | Buy |
41,337
+3,453
| +9% | +$81.4K | 0.01% | 343 |
|
|
2016
Q4 | $910K | Buy |
+37,884
| New | +$910K | 0.01% | 347 |
|
|
2016
Q3 | – | Sell |
-23,998
| Closed | -$695K | – | 951 |
|
|
2016
Q2 | $695K | Buy |
23,998
+2,689
| +13% | +$77.9K | 0.01% | 355 |
|
|
2016
Q1 | $677K | Buy |
21,309
+8,984
| +73% | +$285K | 0.01% | 338 |
|
|
2015
Q4 | $310K | Buy |
12,325
+1,255
| +11% | +$31.6K | 0.01% | 444 |
|
|
2015
Q3 | $277K | Buy |
11,070
+1,037
| +10% | +$25.9K | 0.01% | 439 |
|
|
2015
Q2 | $295K | Buy |
10,033
+524
| +6% | +$15.4K | 0.01% | 410 |
|
|
2015
Q1 | $328K | Sell |
9,509
-1,865
| -16% | -$64.3K | 0.01% | 376 |
|
|
2014
Q4 | $450K | Buy |
11,374
+3,473
| +44% | +$137K | 0.01% | 307 |
|
|
2014
Q3 | $323K | Buy |
7,901
+412
| +6% | +$16.8K | 0.01% | 342 |
|
|
2014
Q2 | $271K | Sell |
7,489
-1,752
| -19% | -$63.4K | 0.01% | 352 |
|
|
2014
Q1 | $303K | Buy |
9,241
+919
| +11% | +$30.1K | 0.01% | 328 |
|
|
2013
Q4 | $265K | Sell |
8,322
-19
| -0.2% | -$605 | 0.01% | 344 |
|
|
2013
Q3 | $262K | Sell |
8,341
-996
| -11% | -$31.3K | 0.01% | 318 |
|
|
2013
Q2 | $330K | Buy |
+9,337
| New | +$330K | 0.02% | 287 |
|