United Capital Financial Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23,584
| Closed | -$36.8K | – | 1068 |
|
|
2024
Q1 | $36.8K | Buy |
23,584
+6,776
| +40% | +$10.6K | ﹤0.01% | 1063 |
|
|
2023
Q4 | $30.8K | Sell |
16,808
-13,821
| -45% | -$25.3K | ﹤0.01% | 1055 |
|
|
2023
Q3 | $43.5K | Sell |
30,629
-1,501
| -5% | -$2.13K | ﹤0.01% | 826 |
|
|
2023
Q2 | $72.6K | Sell |
32,130
-8,904
| -22% | -$20.1K | ﹤0.01% | 881 |
|
|
2023
Q1 | $109K | Sell |
41,034
-11,259
| -22% | -$29.8K | ﹤0.01% | 938 |
|
|
2022
Q4 | $273K | Sell |
52,293
-66,217
| -56% | -$346K | ﹤0.01% | 905 |
|
|
2022
Q3 | $863K | Sell |
118,510
-4,780
| -4% | -$34.8K | 0.01% | 644 |
|
|
2022
Q2 | $1.35M | Sell |
123,290
-39,664
| -24% | -$433K | 0.01% | 570 |
|
|
2022
Q1 | $1.84M | Sell |
162,954
-2,211
| -1% | -$24.9K | 0.01% | 536 |
|
|
2021
Q4 | $2.07M | Sell |
165,165
-11,710
| -7% | -$147K | 0.01% | 530 |
|
|
2021
Q3 | $2.19M | Buy |
176,875
+69,375
| +65% | +$859K | 0.01% | 505 |
|
|
2021
Q2 | $1.46M | Buy |
107,500
+5,274
| +5% | +$71.7K | 0.01% | 605 |
|
|
2021
Q1 | $1.37M | Sell |
102,226
-17,568
| -15% | -$235K | 0.01% | 587 |
|
|
2020
Q4 | $1.17M | Buy |
119,794
+4,572
| +4% | +$44.6K | 0.01% | 633 |
|
|
2020
Q3 | $1.16M | Buy |
115,222
+6,910
| +6% | +$69.7K | 0.01% | 616 |
|
|
2020
Q2 | $1.09M | Sell |
108,312
-6,775
| -6% | -$67.9K | 0.01% | 638 |
|
|
2020
Q1 | $1.09M | Buy |
115,087
+4,800
| +4% | +$45.4K | 0.01% | 610 |
|
|
2019
Q4 | $1.46M | Buy |
110,287
+13,279
| +14% | +$175K | 0.01% | 668 |
|
|
2019
Q3 | $1.21M | Buy |
97,008
+2,418
| +3% | +$30.2K | 0.01% | 689 |
|
|
2019
Q2 | $1.11M | Buy |
94,590
+7,335
| +8% | +$86.2K | 0.01% | 773 |
|
|
2019
Q1 | $1.05M | Buy |
87,255
+41,691
| +91% | +$500K | 0.01% | 761 |
|
|
2018
Q4 | $690K | Buy |
45,564
+13,748
| +43% | +$208K | 0.01% | 815 |
|
|
2018
Q3 | $675K | Buy |
31,816
+13,866
| +77% | +$294K | ﹤0.01% | 892 |
|
|
2018
Q2 | $335K | Sell |
17,950
-2,326
| -11% | -$43.4K | ﹤0.01% | 1050 |
|
|
2018
Q1 | $333K | Sell |
20,276
-12,682
| -38% | -$208K | ﹤0.01% | 1058 |
|
|
2017
Q4 | $564K | Sell |
32,958
-16,877
| -34% | -$289K | ﹤0.01% | 929 |
|
|
2017
Q3 | $942K | Sell |
49,835
-3,557
| -7% | -$67.2K | 0.01% | 790 |
|
|
2017
Q2 | $1.28M | Sell |
53,392
-4,756
| -8% | -$114K | 0.01% | 699 |
|
|
2017
Q1 | $1.37M | Sell |
58,148
-4,427
| -7% | -$104K | 0.01% | 657 |
|
|
2016
Q4 | $1.49M | Sell |
62,575
-11,938
| -16% | -$284K | 0.01% | 630 |
|
|
2016
Q3 | $2.04M | Sell |
74,513
-6,560
| -8% | -$180K | 0.02% | 583 |
|
|
2016
Q2 | $2.35M | Sell |
81,073
-1,154
| -1% | -$33.5K | 0.02% | 525 |
|
|
2016
Q1 | $2.63M | Sell |
82,227
-9,670
| -11% | -$309K | 0.03% | 473 |
|
|
2015
Q4 | $2.31M | Sell |
91,897
-18,895
| -17% | -$475K | 0.03% | 522 |
|
|
2015
Q3 | $2.78M | Sell |
110,792
-11,654
| -10% | -$293K | 0.03% | 456 |
|
|
2015
Q2 | $3.6M | Sell |
122,446
-9,852
| -7% | -$289K | 0.04% | 437 |
|
|
2015
Q1 | $4.76M | Buy |
132,298
+77
| +0.1% | +$2.77K | 0.06% | 346 |
|
|
2014
Q4 | $5.23M | Buy |
132,221
+13,266
| +11% | +$525K | 0.08% | 249 |
|
|
2014
Q3 | $4.86M | Buy |
118,955
+557
| +0.5% | +$22.8K | 0.08% | 260 |
|
|
2014
Q2 | $4.29M | Buy |
118,398
+2,901
| +3% | +$105K | 0.08% | 257 |
|
|
2014
Q1 | $3.79M | Buy |
115,497
+6,847
| +6% | +$225K | 0.08% | 246 |
|
|
2013
Q4 | $3.46M | Buy |
+108,650
| New | +$3.46M | 0.12% | 177 |
|
|
2013
Q3 | – | Sell |
-127,480
| Closed | -$4.51M | – | 721 |
|
|
2013
Q2 | $4.51M | Buy |
+127,480
| New | +$4.51M | 0.12% | 203 |
|