Sowell Financial Services’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-53,962
| Closed | -$589K | – | 439 |
|
|
2022
Q2 | $589K | Buy |
+53,962
| New | +$589K | 0.05% | 208 |
|
|
2022
Q1 | – | Sell |
-17,560
| Closed | -$220K | – | 364 |
|
|
2021
Q4 | $220K | Buy |
+17,560
| New | +$220K | 0.01% | 501 |
|
|
2021
Q3 | – | Sell |
-20,334
| Closed | -$276K | – | 525 |
|
|
2021
Q2 | $276K | Sell |
20,334
-2,003
| -9% | -$27.2K | 0.02% | 482 |
|
|
2021
Q1 | $300K | Buy |
22,337
+5,919
| +36% | +$79.5K | 0.01% | 849 |
|
|
2020
Q4 | $160K | Buy |
16,418
+3,971
| +32% | +$38.7K | 0.01% | 943 |
|
|
2020
Q3 | $126K | Sell |
12,447
-4,564
| -27% | -$46.2K | 0.01% | 896 |
|
|
2020
Q2 | $171K | Sell |
17,011
-20,985
| -55% | -$211K | 0.01% | 780 |
|
|
2020
Q1 | $359K | Sell |
37,996
-19,264
| -34% | -$182K | 0.03% | 494 |
|
|
2019
Q4 | $756K | Sell |
57,260
-15,085
| -21% | -$199K | 0.06% | 331 |
|
|
2019
Q3 | $903K | Buy |
+72,345
| New | +$903K | 0.07% | 268 |
|
|
2019
Q1 | $1.4M | Sell |
116,812
-31,171
| -21% | -$374K | 0.16% | 142 |
|
|
2018
Q4 | $2.24M | Buy |
147,983
+37,628
| +34% | +$570K | 0.32% | 70 |
|
|
2018
Q3 | $2.34M | Buy |
110,355
+2,617
| +2% | +$55.5K | 0.34% | 60 |
|
|
2018
Q2 | $2.36M | Buy |
107,738
+14,699
| +16% | +$322K | 0.5% | 53 |
|
|
2018
Q1 | $1.72M | Buy |
93,039
+22,120
| +31% | +$409K | 0.43% | 60 |
|
|
2017
Q4 | $1.23M | Sell |
70,919
-23,287
| -25% | -$404K | 0.3% | 84 |
|
|
2017
Q3 | $1.68M | Buy |
94,206
+10,580
| +13% | +$189K | 0.44% | 57 |
|
|
2017
Q2 | $1.83M | Buy |
83,626
+9,250
| +12% | +$202K | 0.52% | 53 |
|
|
2017
Q1 | $1.86M | Buy |
74,376
+5,608
| +8% | +$140K | 0.55% | 50 |
|
|
2016
Q4 | $1.68M | Buy |
+68,768
| New | +$1.68M | 0.56% | 49 |
|