Sugarloaf Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.31K | Hold |
1,000
| – | – | ﹤0.01% | 566 |
|
|
2024
Q3 | $7.1K | Hold |
1,000
| – | – | ﹤0.01% | 534 |
|
|
2024
Q2 | $1.1K | Hold |
1,000
| – | – | ﹤0.01% | 611 |
|
|
2024
Q1 | $1.56K | Sell |
1,000
-608
| -38% | -$948 | ﹤0.01% | 603 |
|
|
2023
Q4 | $2.94K | Hold |
1,608
| – | – | ﹤0.01% | 579 |
|
|
2023
Q3 | $2.28K | Sell |
1,608
-24,035
| -94% | -$34.1K | ﹤0.01% | 594 |
|
|
2023
Q2 | $58K | Buy |
25,643
+4,274
| +20% | +$9.66K | 0.01% | 269 |
|
|
2023
Q1 | $56.6K | Buy |
21,369
+13,540
| +173% | +$35.9K | 0.01% | 271 |
|
|
2022
Q4 | $40.9K | Buy |
7,829
+1,816
| +30% | +$9.48K | 0.01% | 310 |
|
|
2022
Q3 | $44K | Buy |
6,013
+4,307
| +252% | +$31.5K | 0.01% | 301 |
|
|
2022
Q2 | $19K | Sell |
1,706
-1,732
| -50% | -$19.3K | ﹤0.01% | 411 |
|
|
2022
Q1 | $39K | Buy |
3,438
+39
| +1% | +$442 | 0.01% | 312 |
|
|
2021
Q4 | $43K | Buy |
3,399
+34
| +1% | +$430 | 0.01% | 311 |
|
|
2021
Q3 | $42K | Buy |
3,365
+33
| +1% | +$412 | 0.01% | 298 |
|
|
2021
Q2 | $45K | Sell |
3,332
-29
| -0.9% | -$392 | 0.01% | 284 |
|
|
2021
Q1 | $45 | Buy |
3,361
+29
| +0.9% | – | 0.01% | 283 |
|
|
2020
Q4 | $32K | Sell |
3,332
-62
| -2% | -$595 | 0.01% | 310 |
|
|
2020
Q3 | $34K | Buy |
3,394
+1,536
| +83% | +$15.4K | 0.01% | 284 |
|
|
2020
Q2 | $19K | Buy |
1,858
+1
| +0.1% | +$10 | 0.01% | 357 |
|
|
2020
Q1 | $18K | Sell |
1,857
-281
| -13% | -$2.72K | 0.01% | 348 |
|
|
2019
Q4 | $28K | Buy |
+2,138
| New | +$28K | 0.01% | 322 |
|