Sheaff Brock Investment Advisors’s Lumen LUMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-11,193
Closed -$113K 500
2020
Q3
$113K Sell
11,193
-7,946
-42% -$82.6K 0.01% 424
2020
Q2
$192K Buy
+19,139
New +$191K 0.03% 386
2020
Q1
Sell
-11,619
Closed -$153K 461
2019
Q4
$153K Sell
11,619
-3,149
-21% -$42.2K 0.02% 434
2019
Q3
$184K Sell
14,768
-368
-2% -$4.37K 0.03% 408
2019
Q2
$178K Sell
15,136
-7,370
-33% -$82.9K 0.02% 432
2019
Q1
$270K Sell
22,506
-208
-0.9% -$2.89K 0.04% 363
2018
Q4
$344K Buy
22,714
+1,262
+6% +$24.1K 0.05% 291
2018
Q3
$455K Sell
21,452
-325
-1% -$6.8K 0.06% 280
2018
Q2
$406K Sell
21,777
-1,078
-5% -$19.6K 0.05% 301
2018
Q1
$376K Buy
22,855
+531
+2% +$9.21K 0.05% 312
2017
Q4
$372K Buy
22,324
+1,888
+9% +$32K 0.05% 307
2017
Q3
$386K Sell
20,436
-65
-0.3% -$1.37K 0.05% 306
2017
Q2
$490K Sell
20,501
-9,225
-31% -$232K 0.06% 276
2017
Q1
$701K Buy
29,726
+2,975
+11% +$72.6K 0.09% 219
2016
Q4
$636K Buy
26,751
+6,955
+35% +$177K 0.08% 241
2016
Q3
$543K Sell
19,796
-1,133
-5% -$33.1K 0.07% 260
2016
Q2
$607K Buy
20,929
+7,644
+58% +$223K 0.08% 248
2016
Q1
$425K Buy
13,285
+1,391
+12% +$39K 0.05% 315
2015
Q4
$299K Buy
+11,894
New +$319K 0.03% 411

Other funds holding LUMN