Rothschild Investment LLC’s Lumen LUMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.51K Sell
1,714
-311
-15% -$1.36K ﹤0.01% 1322
2025
Q1
$7.94K Buy
2,025
+215
+12% +$843 ﹤0.01% 1246
2024
Q4
$9.61K Buy
1,810
+55
+3% +$292 ﹤0.01% 1157
2024
Q3
$12.5K Buy
1,755
+1,282
+271% +$9.1K ﹤0.01% 1112
2024
Q2
$520 Buy
473
+229
+94% +$252 ﹤0.01% 1985
2024
Q1
$381 Buy
244
+75
+44% +$117 ﹤0.01% 1459
2023
Q4
$309 Buy
+169
New +$309 ﹤0.01% 1256
2014
Q2
Sell
-14,271
Closed -$469K 419
2014
Q1
$469K Sell
14,271
-499
-3% -$16.4K 0.06% 274
2013
Q4
$470K Buy
14,770
+700
+5% +$22.3K 0.06% 277
2013
Q3
$442K Buy
14,070
+234
+2% +$7.35K 0.07% 269
2013
Q2
$489K Buy
+13,836
New +$489K 0.08% 231