Spire Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8K | Buy |
4,300
+1,000
| +30% | +$4.38K | ﹤0.01% | 1534 |
|
|
2025
Q1 | $12.9K | Sell |
3,300
-3,742
| -53% | -$14.7K | ﹤0.01% | 1759 |
|
|
2024
Q4 | $37.4K | Sell |
7,042
-1,588
| -18% | -$8.43K | ﹤0.01% | 1401 |
|
|
2024
Q3 | $61.3K | Buy |
8,630
+6,230
| +260% | +$44.2K | ﹤0.01% | 1068 |
|
|
2024
Q2 | $2.64K | Sell |
2,400
-3,002
| -56% | -$3.3K | ﹤0.01% | 1962 |
|
|
2024
Q1 | $8.43K | Hold |
5,402
| – | – | ﹤0.01% | 1763 |
|
|
2023
Q4 | $7.13K | Sell |
5,402
-1,380
| -20% | -$1.82K | ﹤0.01% | 1850 |
|
|
2023
Q3 | $9.63K | Hold |
6,782
| – | – | ﹤0.01% | 1744 |
|
|
2023
Q2 | $15.3K | Buy |
6,782
+2,000
| +42% | +$4.52K | ﹤0.01% | 1679 |
|
|
2023
Q1 | $12.7K | Buy |
4,782
+1,423
| +42% | +$3.77K | ﹤0.01% | 1768 |
|
|
2022
Q4 | $18K | Sell |
3,359
-430
| -11% | -$2.3K | ﹤0.01% | 1406 |
|
|
2022
Q3 | $28K | Sell |
3,789
-82,904
| -96% | -$613K | ﹤0.01% | 1181 |
|
|
2022
Q2 | $946K | Buy |
86,693
+67,158
| +344% | +$733K | 0.04% | 341 |
|
|
2022
Q1 | $220K | Sell |
19,535
-97,535
| -83% | -$1.1M | 0.01% | 850 |
|
|
2021
Q4 | $1.47M | Buy |
117,070
+92,112
| +369% | +$1.16M | 0.03% | 365 |
|
|
2021
Q3 | $309K | Sell |
24,958
-944
| -4% | -$11.7K | 0.01% | 744 |
|
|
2021
Q2 | $352K | Sell |
25,902
-88,644
| -77% | -$1.2M | 0.01% | 721 |
|
|
2021
Q1 | $1.51M | Buy |
+114,546
| New | +$1.51M | 0.04% | 343 |
|