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