OneDigital Investment Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.3K | Buy |
11,480
+990
| +9% | +$4.34K | ﹤0.01% | 1426 |
|
|
2025
Q1 | $41.1K | Buy |
+10,490
| New | +$41.1K | ﹤0.01% | 1378 |
|
|
2019
Q3 | – | Sell |
-481
| Closed | -$6K | – | 868 |
|
|
2019
Q2 | $6K | Sell |
481
-92
| -16% | -$1.15K | ﹤0.01% | 1011 |
|
|
2019
Q1 | $7K | Sell |
573
-893
| -61% | -$10.9K | ﹤0.01% | 942 |
|
|
2018
Q4 | $22K | Sell |
1,466
-3,249
| -69% | -$48.8K | ﹤0.01% | 667 |
|
|
2018
Q3 | $100K | Sell |
4,715
-152
| -3% | -$3.22K | 0.02% | 273 |
|
|
2018
Q2 | $91K | Sell |
4,867
-593
| -11% | -$11.1K | 0.02% | 356 |
|
|
2018
Q1 | $90K | Buy |
5,460
+608
| +13% | +$10K | 0.02% | 373 |
|
|
2017
Q4 | $81K | Buy |
4,852
+4,497
| +1,267% | +$75.1K | 0.01% | 392 |
|
|
2017
Q3 | $7K | Sell |
355
-83
| -19% | -$1.64K | ﹤0.01% | 855 |
|
|
2017
Q2 | $10K | Buy |
+438
| New | +$10K | ﹤0.01% | 944 |
|