SOA Wealth Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34K | Hold |
533
| – | – | ﹤0.01% | 699 |
|
|
2025
Q1 | $2.09K | Hold |
533
| – | – | ﹤0.01% | 698 |
|
|
2024
Q4 | $2.83K | Hold |
533
| – | – | ﹤0.01% | 660 |
|
|
2024
Q3 | $3.79K | Hold |
533
| – | – | ﹤0.01% | 626 |
|
|
2024
Q2 | $587 | Hold |
533
| – | – | ﹤0.01% | 760 |
|
|
2024
Q1 | $832 | Hold |
533
| – | – | ﹤0.01% | 778 |
|
|
2023
Q4 | $976 | Sell |
533
-800
| -60% | -$1.47K | ﹤0.01% | 758 |
|
|
2023
Q3 | $1.89K | Buy |
1,333
+800
| +150% | +$1.14K | ﹤0.01% | 722 |
|
|
2023
Q2 | $1.21K | Hold |
533
| – | – | ﹤0.01% | 770 |
|
|
2023
Q1 | $1.41K | Hold |
533
| – | – | ﹤0.01% | 760 |
|
|
2022
Q4 | $2.78K | Hold |
533
| – | – | ﹤0.01% | 700 |
|
|
2022
Q3 | $3K | Buy |
533
+11
| +2% | +$62 | ﹤0.01% | 667 |
|
|
2022
Q2 | $5K | Sell |
522
-76
| -13% | -$728 | ﹤0.01% | 591 |
|
|
2022
Q1 | $6K | Buy |
598
+9
| +2% | +$90 | ﹤0.01% | 665 |
|
|
2021
Q4 | $7K | Buy |
589
+9
| +2% | +$107 | ﹤0.01% | 623 |
|
|
2021
Q3 | $7K | Buy |
580
+94
| +19% | +$1.13K | ﹤0.01% | 643 |
|
|
2021
Q2 | $6K | Sell |
486
-19
| -4% | -$235 | ﹤0.01% | 647 |
|
|
2021
Q1 | $6K | Sell |
505
-7
| -1% | -$83 | ﹤0.01% | 597 |
|
|
2020
Q4 | $6K | Buy |
+512
| New | +$6K | ﹤0.01% | 588 |
|