Valeo Financial Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,684
| Closed | -$149K | – | 498 |
|
|
2022
Q2 | $149K | Sell |
13,684
-10,545
| -44% | -$115K | 0.01% | 441 |
|
|
2022
Q1 | $178K | Buy |
24,229
+12,675
| +110% | +$93.1K | 0.01% | 526 |
|
|
2021
Q4 | $145K | Sell |
11,554
-7,603
| -40% | -$95.4K | 0.01% | 516 |
|
|
2021
Q3 | $237K | Buy |
+19,157
| New | +$237K | 0.01% | 430 |
|
|
2021
Q2 | – | Sell |
-7,489
| Closed | -$100K | – | 1170 |
|
|
2021
Q1 | $100K | Hold |
7,489
| – | – | ﹤0.01% | 606 |
|
|
2020
Q4 | $73K | Sell |
7,489
-760
| -9% | -$7.41K | ﹤0.01% | 640 |
|
|
2020
Q3 | $83K | Sell |
8,249
-7,175
| -47% | -$72.2K | 0.01% | 503 |
|
|
2020
Q2 | $155K | Buy |
15,424
+4,748
| +44% | +$47.7K | 0.01% | 368 |
|
|
2020
Q1 | $114K | Buy |
10,676
+2,737
| +34% | +$29.2K | 0.01% | 390 |
|
|
2019
Q4 | $105K | Sell |
7,939
-1,835
| -19% | -$24.3K | 0.01% | 452 |
|
|
2019
Q3 | $122K | Sell |
9,774
-5,565
| -36% | -$69.5K | 0.01% | 390 |
|
|
2019
Q2 | $180K | Sell |
15,339
-382
| -2% | -$4.48K | 0.02% | 306 |
|
|
2019
Q1 | $188K | Buy |
15,721
+7,175
| +84% | +$85.8K | 0.02% | 288 |
|
|
2018
Q4 | $129K | Sell |
8,546
-465
| -5% | -$7.02K | 0.02% | 328 |
|
|
2018
Q3 | $186K | Buy |
9,011
+847
| +10% | +$17.5K | 0.03% | 285 |
|
|
2018
Q2 | $179K | Sell |
8,164
-1,079
| -12% | -$23.7K | 0.03% | 298 |
|
|
2018
Q1 | $152K | Sell |
9,243
-437
| -5% | -$7.19K | 0.02% | 288 |
|
|
2017
Q4 | $161K | Sell |
9,680
-5,400
| -36% | -$89.8K | 0.03% | 268 |
|
|
2017
Q3 | $285K | Buy |
+15,080
| New | +$285K | 0.06% | 172 |
|