PSI Advisors’s Lumen LUMN Stock Holding History

PSI Advisors’s Portfolio LUMN Stock Details LUMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-197	Closed	-$772	–	435
2025 Q1	$772	Hold	197	–	–	﹤0.01%	659
2024 Q4	$1.05K	Hold	197	–	–	﹤0.01%	774
2024 Q3	$1.4K	Hold	197	–	–	﹤0.01%	766
2024 Q2	$216	Hold	197	–	–	﹤0.01%	822
2024 Q1	$308	Hold	197	–	–	﹤0.01%	752
2023 Q4	$360	Hold	197	–	–	﹤0.01%	812
2023 Q3	$279	Hold	197	–	–	﹤0.01%	798
2023 Q2	$445	Hold	197	–	–	﹤0.01%	772
2023 Q1	$522	Sell	197 -290	-60%	-$1.17K	﹤0.01%	713
2022 Q4	$2.54K	Hold	487	–	–	﹤0.01%	588
2022 Q3	$4K	Hold	487	–	–	﹤0.01%	557
2022 Q2	$5K	Hold	487	–	–	﹤0.01%	569
2022 Q1	$5K	Hold	487	–	–	﹤0.01%	554
2021 Q4	$6K	Hold	487	–	–	﹤0.01%	569
2021 Q3	$6K	Buy	+487	New	+$6.11K	﹤0.01%	557
2020 Q1	–	Sell	-1,797	Closed	-$23K	–	374
2019 Q4	$23K	Buy	+1,797	New	+$24.1K	0.01%	360

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

PSI Advisors's LUMN Position: Q2 2025 in Review

PSI Advisors sold out of Lumen (LUMN) in Q2 2025, closing a stake of 197 shares — an estimated $772 sold.

PSI Advisors first reported a position in LUMN in Q4 2019 and held it in 16 quarters. The position peaked at $23K in Q4 2019. 553 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

PSI Advisors reported no remaining Lumen position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 197 Lumen shares in Q2 2025, an estimated $772.
PSI Advisors first reported a position in Lumen in Q4 2019 and held it in 16 quarters.
PSI Advisors's Lumen position peaked at $23K in Q4 2019.
553 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.