Parsec Financial Management’s Lumen LUMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$40.6K Hold
15,321
﹤0.01% 293
2022
Q4
$80K Hold
15,321
﹤0.01% 283
2022
Q3
$112K Buy
15,321
+298
+2% +$2.18K 0.01% 270
2022
Q2
$164K Buy
15,023
+2,729
+22% +$29.8K 0.01% 282
2022
Q1
$139K Buy
12,294
+258
+2% +$2.92K 0.01% 296
2021
Q4
$151K Buy
12,036
+239
+2% +$3K 0.01% 287
2021
Q3
$165K Buy
11,797
+599
+5% +$8.38K 0.01% 277
2021
Q2
$152K Buy
11,198
+282
+3% +$3.83K 0.01% 268
2021
Q1
$146K Buy
+10,916
New +$146K 0.01% 257
2020
Q4
Sell
-10,481
Closed -$106K 246
2020
Q3
$106K Sell
10,481
-3,951
-27% -$40K 0.01% 234
2020
Q2
$145K Buy
14,432
+249
+2% +$2.5K 0.01% 232
2020
Q1
$134K Buy
+14,183
New +$134K 0.01% 226