Summit Financial Wealth Advisors’s Lumen LUMN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-64,795	Closed	-$1.06M	–	151
2018 Q2	$1.06M	Hold	64,795	–	–	0.36%	61
2018 Q1	$1.06M	Buy	64,795 +24,305	+60%	+$422K	0.35%	61
2017 Q4	$675K	Sell	40,490 -10,064	-20%	-$171K	0.23%	76
2017 Q3	$955K	Buy	50,554 +26,512	+110%	+$558K	0.35%	66
2017 Q2	$574K	Buy	24,042 +12,838	+115%	+$323K	0.23%	86
2017 Q1	$264K	Hold	11,204	–	–	0.12%	117
2016 Q4	$266K	Sell	11,204 -525	-4%	-$13.3K	0.12%	118
2016 Q3	$322K	Sell	11,729 -65	-0.6%	-$1.9K	0.14%	108
2016 Q2	$342K	Sell	11,794 -1,600	-12%	-$46.6K	0.14%	105
2016 Q1	$428K	Sell	13,394 -4,467	-25%	-$125K	0.19%	99
2015 Q4	$449K	Buy	+17,861	New	+$479K	0.21%	90
2015 Q1	–	Sell	-1,400	Closed	-$55K	–	250
2014 Q4	$55K	Buy	+1,400	New	+$56K	0.04%	115