Steward Partners Investment Advisory’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
24,181
+950
| +4% | +$4.16K | ﹤0.01% | 2079 |
|
|
2025
Q1 | $91.1K | Sell |
23,231
-210
| -0.9% | -$823 | ﹤0.01% | 2066 |
|
|
2024
Q4 | $124K | Sell |
23,441
-863
| -4% | -$4.58K | ﹤0.01% | 1870 |
|
|
2024
Q3 | $173K | Buy |
24,304
+1,180
| +5% | +$8.38K | ﹤0.01% | 1598 |
|
|
2024
Q2 | $25.4K | Sell |
23,124
-141
| -0.6% | -$155 | ﹤0.01% | 2419 |
|
|
2024
Q1 | $36.3K | Sell |
23,265
-1,561
| -6% | -$2.44K | ﹤0.01% | 2259 |
|
|
2023
Q4 | $45.4K | Sell |
24,826
-424
| -2% | -$776 | ﹤0.01% | 2040 |
|
|
2023
Q3 | $35.9K | Sell |
25,250
-202
| -0.8% | -$287 | ﹤0.01% | 2061 |
|
|
2023
Q2 | $57.5K | Sell |
25,452
-932
| -4% | -$2.11K | ﹤0.01% | 1823 |
|
|
2023
Q1 | $69.9K | Sell |
26,384
-387
| -1% | -$1.03K | ﹤0.01% | 1725 |
|
|
2022
Q4 | $140K | Sell |
26,771
-1,633
| -6% | -$8.52K | ﹤0.01% | 1410 |
|
|
2022
Q3 | $207K | Sell |
28,404
-9
| -0% | -$66 | ﹤0.01% | 1188 |
|
|
2022
Q2 | $310K | Sell |
28,413
-2,781
| -9% | -$30.3K | 0.01% | 1019 |
|
|
2022
Q1 | $352K | Sell |
31,194
-2,880
| -8% | -$32.5K | 0.01% | 1056 |
|
|
2021
Q4 | $428K | Sell |
34,074
-2,917
| -8% | -$36.6K | 0.01% | 999 |
|
|
2021
Q3 | $458K | Buy |
36,991
+4,531
| +14% | +$56.1K | 0.01% | 939 |
|
|
2021
Q2 | $441K | Sell |
32,460
-1,187
| -4% | -$16.1K | 0.01% | 986 |
|
|
2021
Q1 | $449K | Sell |
33,647
-1,543
| -4% | -$20.6K | 0.01% | 929 |
|
|
2020
Q4 | $343K | Sell |
35,190
-2,745
| -7% | -$26.8K | 0.01% | 868 |
|
|
2020
Q3 | $383K | Sell |
37,935
-226
| -0.6% | -$2.28K | 0.01% | 736 |
|
|
2020
Q2 | $383K | Sell |
38,161
-3,104
| -8% | -$31.2K | 0.01% | 701 |
|
|
2020
Q1 | $390K | Sell |
41,265
-3,770
| -8% | -$35.6K | 0.01% | 624 |
|
|
2019
Q4 | $594K | Sell |
45,035
-13,180
| -23% | -$174K | 0.02% | 584 |
|
|
2019
Q3 | $726K | Sell |
58,215
-24,789
| -30% | -$309K | 0.02% | 491 |
|
|
2019
Q2 | $976K | Buy |
83,004
+18,772
| +29% | +$221K | 0.04% | 401 |
|
|
2019
Q1 | $770K | Buy |
64,232
+3,115
| +5% | +$37.3K | 0.03% | 417 |
|
|
2018
Q4 | $925K | Sell |
61,117
-5,383
| -8% | -$81.5K | 0.05% | 349 |
|
|
2018
Q3 | $1.41M | Sell |
66,500
-47
| -0.1% | -$997 | 0.07% | 277 |
|
|
2018
Q2 | $1.24M | Buy |
66,547
+16,016
| +32% | +$298K | 0.07% | 261 |
|
|
2018
Q1 | $830K | Buy |
50,531
+11,909
| +31% | +$196K | 0.06% | 301 |
|
|
2017
Q4 | $644K | Sell |
38,622
-1,703
| -4% | -$28.4K | 0.05% | 315 |
|
|
2017
Q3 | $762K | Buy |
40,325
+3,473
| +9% | +$65.6K | 0.08% | 225 |
|
|
2017
Q2 | $880K | Buy |
36,852
+2,201
| +6% | +$52.6K | 0.1% | 196 |
|
|
2017
Q1 | $816K | Buy |
+34,651
| New | +$816K | 0.12% | 148 |
|