Safeguard Investment Advisory Group’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,224
| Closed | -$20.2K | – | 102 |
|
|
2023
Q3 | $20.2K | Sell |
14,224
-131
| -0.9% | -$186 | 0.01% | 94 |
|
|
2023
Q2 | $32.4K | Sell |
14,355
-541
| -4% | -$1.22K | 0.01% | 102 |
|
|
2023
Q1 | $39.5K | Sell |
14,896
-400
| -3% | -$1.06K | 0.02% | 99 |
|
|
2022
Q4 | $79.8K | Hold |
15,296
| – | – | 0.05% | 97 |
|
|
2022
Q3 | $111K | Buy |
15,296
+181
| +1% | +$1.31K | 0.08% | 92 |
|
|
2022
Q2 | $170K | Hold |
15,115
| – | – | 0.1% | 93 |
|
|
2022
Q1 | $170K | Sell |
15,115
-91
| -0.6% | -$1.02K | 0.12% | 85 |
|
|
2021
Q4 | $190K | Sell |
15,206
-1,377
| -8% | -$17.2K | 0.11% | 90 |
|
|
2021
Q3 | $205K | Buy |
16,583
+18
| +0.1% | +$223 | 0.13% | 82 |
|
|
2021
Q2 | $225K | Sell |
16,565
-147
| -0.9% | -$2K | 0.16% | 77 |
|
|
2021
Q1 | $223K | Sell |
16,712
-3,665
| -18% | -$48.9K | 0.2% | 70 |
|
|
2020
Q4 | $198K | Buy |
+20,377
| New | +$198K | 0.18% | 73 |
|