Patriot Financial Group Insurance Agency’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,363
| Closed | -$26K | – | 1288 |
|
2022
Q2 | $26K | Sell |
2,363
-618
| -21% | -$6.8K | 0.01% | 927 |
|
2022
Q1 | $34K | Sell |
2,981
-600
| -17% | -$6.84K | 0.01% | 898 |
|
2021
Q4 | $45K | Sell |
3,581
-1,455
| -29% | -$18.3K | 0.01% | 914 |
|
2021
Q3 | $62K | Sell |
5,036
-1,489
| -23% | -$18.3K | 0.01% | 800 |
|
2021
Q2 | $89K | Buy |
6,525
+1,690
| +35% | +$23.1K | 0.02% | 668 |
|
2021
Q1 | $65K | Buy |
4,835
+832
| +21% | +$11.2K | 0.01% | 684 |
|
2020
Q4 | $49K | Buy |
4,003
+942
| +31% | +$11.5K | 0.01% | 693 |
|
2020
Q3 | $31K | Buy |
3,061
+2,709
| +770% | +$27.4K | 0.01% | 663 |
|
2020
Q2 | $4K | Sell |
352
-1
| -0.3% | -$11 | ﹤0.01% | 1245 |
|
2020
Q1 | $3K | Buy |
353
+169
| +92% | +$1.44K | ﹤0.01% | 1225 |
|
2019
Q4 | $2K | Sell |
184
-137
| -43% | -$1.49K | ﹤0.01% | 1127 |
|
2019
Q3 | $4K | Buy |
321
+179
| +126% | +$2.23K | ﹤0.01% | 987 |
|
2019
Q2 | $2K | Sell |
142
-64
| -31% | -$901 | ﹤0.01% | 1124 |
|
2019
Q1 | $2K | Buy |
206
+200
| +3,333% | +$1.94K | ﹤0.01% | 1018 |
|
2018
Q4 | $0 | Sell |
6
-277
| -98% | – | ﹤0.01% | 1151 |
|
2018
Q3 | $6K | Buy |
+283
| New | +$6K | ﹤0.01% | 709 |
|
2018
Q2 | – | Sell |
-17,498
| Closed | -$285K | – | 791 |
|
2018
Q1 | $285K | Buy |
17,498
+156
| +0.9% | +$2.54K | 0.21% | 100 |
|
2017
Q4 | $296K | Buy |
17,342
+10,658
| +159% | +$182K | 0.22% | 90 |
|
2017
Q3 | $134K | Buy |
6,684
+4,285
| +179% | +$85.9K | 0.12% | 144 |
|
2017
Q2 | $56K | Sell |
2,399
-106
| -4% | -$2.47K | 0.06% | 223 |
|
2017
Q1 | $61K | Buy |
2,505
+6
| +0.2% | +$146 | 0.06% | 202 |
|
2016
Q4 | $64K | Buy |
+2,499
| New | +$64K | 0.09% | 185 |
|