RWM
Ritholtz Wealth Management’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,879
| Closed | -$42.6K | – | 1017 |
|
|
2025
Q1 | $42.6K | Buy |
+10,879
| New | +$42.6K | ﹤0.01% | 914 |
|
|
2023
Q1 | – | Sell |
-23,984
| Closed | -$125K | – | 658 |
|
|
2022
Q4 | $125K | Sell |
23,984
-54,451
| -69% | -$284K | 0.01% | 550 |
|
|
2022
Q3 | $571K | Sell |
78,435
-13,269
| -14% | -$96.6K | 0.03% | 368 |
|
|
2022
Q2 | $1M | Buy |
91,704
+37,745
| +70% | +$412K | 0.06% | 178 |
|
|
2022
Q1 | $608K | Sell |
53,959
-9,737
| -15% | -$110K | 0.04% | 271 |
|
|
2021
Q4 | $799K | Buy |
63,696
+14,573
| +30% | +$183K | 0.05% | 205 |
|
|
2021
Q3 | $609K | Buy |
49,123
+5,173
| +12% | +$64.1K | 0.04% | 226 |
|
|
2021
Q2 | $597K | Buy |
43,950
+9,397
| +27% | +$128K | 0.04% | 220 |
|
|
2021
Q1 | $461K | Buy |
34,553
+10,463
| +43% | +$140K | 0.04% | 224 |
|
|
2020
Q4 | $235K | Sell |
24,090
-3,433
| -12% | -$33.5K | 0.02% | 303 |
|
|
2020
Q3 | $278K | Buy |
27,523
+10,919
| +66% | +$110K | 0.03% | 221 |
|
|
2020
Q2 | $167K | Buy |
+16,604
| New | +$167K | 0.02% | 248 |
|