Plante Moran Financial 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 | $13K | Sell |
2,963
-13
| -0.4% | -$57 | ﹤0.01% | 531 |
|
|
2025
Q1 | $11.7K | Hold |
2,976
| – | – | ﹤0.01% | 546 |
|
|
2024
Q4 | $15.8K | Hold |
2,976
| – | – | ﹤0.01% | 525 |
|
|
2024
Q3 | $21.1K | Hold |
2,976
| – | – | ﹤0.01% | 520 |
|
|
2024
Q2 | $3.27K | Hold |
2,976
| – | – | ﹤0.01% | 682 |
|
|
2024
Q1 | $4.64K | Hold |
2,976
| – | – | ﹤0.01% | 693 |
|
|
2023
Q4 | $5.45K | Hold |
2,976
| – | – | ﹤0.01% | 642 |
|
|
2023
Q3 | $4.23K | Hold |
2,976
| – | – | ﹤0.01% | 622 |
|
|
2023
Q2 | $6.73K | Hold |
2,976
| – | – | ﹤0.01% | 602 |
|
|
2023
Q1 | $7.89K | Hold |
2,976
| – | – | ﹤0.01% | 593 |
|
|
2022
Q4 | $15.5K | Hold |
2,976
| – | – | ﹤0.01% | 515 |
|
|
2022
Q3 | $22K | Buy |
2,976
+2,963
| +22,792% | +$21.9K | ﹤0.01% | 444 |
|
|
2022
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 1026 |
|
|
2022
Q1 | $0 | Sell |
13
-608
| -98% | – | ﹤0.01% | 930 |
|
|
2021
Q4 | $8K | Buy |
621
+162
| +35% | +$2.09K | ﹤0.01% | 726 |
|
|
2021
Q3 | $6K | Buy |
459
+13
| +3% | +$170 | ﹤0.01% | 764 |
|
|
2021
Q2 | $6K | Hold |
446
| – | – | ﹤0.01% | 758 |
|
|
2021
Q1 | $6K | Buy |
446
+336
| +305% | +$4.52K | ﹤0.01% | 749 |
|
|
2020
Q4 | $1K | Buy |
+110
| New | +$1K | ﹤0.01% | 835 |
|
|
2019
Q4 | – | Sell |
-764
| Closed | -$10K | – | 829 |
|
|
2019
Q3 | $10K | Buy |
764
+687
| +892% | +$8.99K | ﹤0.01% | 591 |
|
|
2019
Q2 | $1K | Sell |
77
-700
| -90% | -$9.09K | ﹤0.01% | 757 |
|
|
2019
Q1 | $9K | Buy |
777
+700
| +909% | +$8.11K | ﹤0.01% | 565 |
|
|
2018
Q4 | $1K | Sell |
77
-31
| -29% | -$403 | ﹤0.01% | 811 |
|
|
2018
Q3 | $2K | Buy |
108
+1
| +0.9% | +$19 | ﹤0.01% | 700 |
|
|
2018
Q2 | $2K | Buy |
107
+59
| +123% | +$1.1K | ﹤0.01% | 732 |
|
|
2018
Q1 | $1K | Sell |
48
-180
| -79% | -$3.75K | ﹤0.01% | 905 |
|
|
2017
Q4 | $4K | Sell |
228
-3,393
| -94% | -$59.5K | ﹤0.01% | 722 |
|
|
2017
Q3 | $68K | Buy |
3,621
+1,268
| +54% | +$23.8K | 0.04% | 252 |
|
|
2017
Q2 | $56K | Buy |
2,353
+2,254
| +2,277% | +$53.6K | 0.04% | 285 |
|
|
2017
Q1 | $2K | Hold |
99
| – | – | ﹤0.01% | 797 |
|
|
2016
Q4 | $2K | Sell |
99
-1,701
| -95% | -$34.4K | ﹤0.01% | 856 |
|
|
2016
Q3 | $49K | Buy |
1,800
+477
| +36% | +$13K | 0.03% | 326 |
|
|
2016
Q2 | $38K | Sell |
1,323
-325
| -20% | -$9.34K | 0.03% | 329 |
|
|
2016
Q1 | $53K | Buy |
1,648
+203
| +14% | +$6.53K | 0.04% | 256 |
|
|
2015
Q4 | $36K | Buy |
1,445
+52
| +4% | +$1.3K | 0.03% | 353 |
|
|
2015
Q3 | $35K | Buy |
1,393
+349
| +33% | +$8.77K | 0.03% | 313 |
|
|
2015
Q2 | $31K | Sell |
1,044
-327
| -24% | -$9.71K | 0.02% | 362 |
|
|
2015
Q1 | $47K | Buy |
1,371
+1,323
| +2,756% | +$45.4K | 0.03% | 294 |
|
|
2014
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 758 |
|
|
2014
Q3 | $2K | Sell |
48
-125
| -72% | -$5.21K | ﹤0.01% | 738 |
|
|
2014
Q2 | $6K | Buy |
173
+48
| +38% | +$1.67K | 0.01% | 638 |
|
|
2014
Q1 | $4K | Sell |
125
-757
| -86% | -$24.2K | ﹤0.01% | 497 |
|
|
2013
Q4 | $28K | Buy |
882
+619
| +235% | +$19.7K | 0.02% | 307 |
|
|
2013
Q3 | $8K | Sell |
263
-48
| -15% | -$1.46K | ﹤0.01% | 422 |
|
|
2013
Q2 | $11K | Buy |
+311
| New | +$11K | 0.01% | 328 |
|