Reilly Financial Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 992 |
|
|
2021
Q3 | – | Sell |
-144
| Closed | -$2K | – | 994 |
|
|
2021
Q2 | $2K | Sell |
144
-8
| -5% | -$111 | ﹤0.01% | 910 |
|
|
2021
Q1 | $2K | Buy |
152
+12
| +9% | +$158 | ﹤0.01% | 928 |
|
|
2020
Q4 | $1K | Buy |
140
+3
| +2% | +$21 | ﹤0.01% | 858 |
|
|
2020
Q3 | $1K | Buy |
137
+3
| +2% | +$22 | ﹤0.01% | 801 |
|
|
2020
Q2 | $1K | Sell |
134
-730
| -84% | -$5.45K | ﹤0.01% | 855 |
|
|
2020
Q1 | $8K | Buy |
864
+737
| +580% | +$6.82K | ﹤0.01% | 592 |
|
|
2019
Q4 | $2K | Buy |
127
+119
| +1,488% | +$1.87K | ﹤0.01% | 812 |
|
|
2019
Q3 | $0 | Sell |
8
-1,365
| -99% | – | ﹤0.01% | 945 |
|
|
2019
Q2 | $16K | Sell |
1,373
-40
| -3% | -$466 | ﹤0.01% | 577 |
|
|
2019
Q1 | $17K | Buy |
1,413
+40
| +3% | +$481 | ﹤0.01% | 567 |
|
|
2018
Q4 | $21K | Hold |
1,373
| – | – | ﹤0.01% | 482 |
|
|
2018
Q3 | $29K | Hold |
1,373
| – | – | ﹤0.01% | 469 |
|
|
2018
Q2 | $26K | Hold |
1,373
| – | – | ﹤0.01% | 438 |
|
|
2018
Q1 | $23K | Hold |
1,373
| – | – | ﹤0.01% | 453 |
|
|
2017
Q4 | $23K | Hold |
1,373
| – | – | ﹤0.01% | 477 |
|
|
2017
Q3 | $26K | Hold |
1,373
| – | – | ﹤0.01% | 437 |
|
|
2017
Q2 | $33K | Hold |
1,373
| – | – | 0.01% | 381 |
|
|
2017
Q1 | $32K | Hold |
1,373
| – | – | 0.01% | 376 |
|
|
2016
Q4 | $33K | Buy |
1,373
+750
| +120% | +$18K | 0.01% | 346 |
|
|
2016
Q3 | $17K | Buy |
623
+50
| +9% | +$1.36K | ﹤0.01% | 433 |
|
|
2016
Q2 | $17K | Sell |
573
-26
| -4% | -$771 | ﹤0.01% | 414 |
|
|
2016
Q1 | $19K | Sell |
599
-375
| -39% | -$11.9K | ﹤0.01% | 462 |
|
|
2015
Q4 | $25K | Sell |
974
-200
| -17% | -$5.13K | ﹤0.01% | 404 |
|
|
2015
Q3 | $29K | Buy |
1,174
+226
| +24% | +$5.58K | 0.01% | 508 |
|
|
2015
Q2 | $28K | Buy |
+948
| New | +$28K | ﹤0.01% | 572 |
|