Steward Partners Investment Advisory’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
|
|||||
|
2025
Q1 | $91.1K | Sell |
|
|||||
|
2024
Q4 | $124K | Sell |
|
|||||
|
2024
Q3 | $173K | Buy |
|
|||||
|
2024
Q2 | $25.4K | Sell |
|
|||||
|
2024
Q1 | $36.3K | Sell |
|
|||||
|
2023
Q4 | $45.4K | Sell |
|
|||||
|
2023
Q3 | $35.9K | Sell |
|
|||||
|
2023
Q2 | $57.5K | Sell |
|
|||||
|
2023
Q1 | $69.9K | Sell |
|
|||||
|
2022
Q4 | $140K | Sell |
|
|||||
|
2022
Q3 | $207K | Sell |
|
|||||
|
2022
Q2 | $310K | Sell |
|
|||||
|
2022
Q1 | $352K | Sell |
|
|||||
|
2021
Q4 | $428K | Sell |
|
|||||
|
2021
Q3 | $458K | Buy |
|
|||||
|
2021
Q2 | $441K | Sell |
|
|||||
|
2021
Q1 | $449K | Sell |
|
|||||
|
2020
Q4 | $343K | Sell |
|
|||||
|
2020
Q3 | $383K | Sell |
|
|||||
|
2020
Q2 | $383K | Sell |
|
|||||
|
2020
Q1 | $390K | Sell |
|
|||||
|
2019
Q4 | $594K | Sell |
|
|||||
|
2019
Q3 | $726K | Sell |
|
|||||
|
2019
Q2 | $976K | Buy |
|
|||||
|
2019
Q1 | $770K | Buy |
|
|||||
|
2018
Q4 | $925K | Sell |
|
|||||
|
2018
Q3 | $1.41M | Sell |
|
|||||
|
2018
Q2 | $1.24M | Buy |
|
|||||
|
2018
Q1 | $830K | Buy |
|
|||||
|
2017
Q4 | $644K | Sell |
|
|||||
|
2017
Q3 | $762K | Buy |
|
|||||
|
2017
Q2 | $880K | Buy |
|
|||||
|
2017
Q1 | $816K | Buy |
|