Sequoia Financial Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99M | Sell |
1,366,989
-3,609
| -0.3% | -$15.8K | 0.04% | 253 |
|
|
2025
Q1 | $5.37M | Sell |
1,370,598
-711,367
| -34% | -$2.79M | 0.04% | 259 |
|
|
2024
Q4 | $11.1M | Buy |
2,081,965
+664,823
| +47% | +$3.53M | 0.11% | 164 |
|
|
2024
Q3 | $10.1M | Buy |
+1,417,142
| New | +$10.1M | 0.11% | 151 |
|
|
2024
Q2 | – | Sell |
-10,698
| Closed | -$16.7K | – | 1234 |
|
|
2024
Q1 | $16.7K | Buy |
+10,698
| New | +$16.7K | ﹤0.01% | 1145 |
|
|
2023
Q3 | – | Sell |
-36,835
| Closed | -$83.2K | – | 981 |
|
|
2023
Q2 | $83.2K | Sell |
36,835
-7,905
| -18% | -$17.9K | ﹤0.01% | 929 |
|
|
2023
Q1 | $119K | Buy |
+44,740
| New | +$119K | ﹤0.01% | 792 |
|
|
2018
Q2 | – | Sell |
-261,446
| Closed | -$4.3M | – | 318 |
|
|
2018
Q1 | $4.3M | Sell |
261,446
-25,836
| -9% | -$425K | 0.45% | 42 |
|
|
2017
Q4 | $4.79M | Buy |
+287,282
| New | +$4.79M | 0.5% | 40 |
|
|
2016
Q3 | – | Sell |
-6,928
| Closed | -$201K | – | 267 |
|
|
2016
Q2 | $201K | Buy |
+6,928
| New | +$201K | 0.06% | 229 |
|