Valley National Advisers’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 777 |
|
|
2025
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 775 |
|
|
2024
Q4 | $1K | Buy |
+300
| New | +$1K | ﹤0.01% | 737 |
|
|
2020
Q3 | – | Sell |
-1,500
| Closed | -$15K | – | 812 |
|
|
2020
Q2 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 432 |
|
|
2020
Q1 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 435 |
|
|
2019
Q4 | $20K | Hold |
1,500
| – | – | 0.01% | 437 |
|
|
2019
Q3 | $19K | Buy |
+1,500
| New | +$19K | 0.01% | 430 |
|
|
2019
Q1 | – | Sell |
-169
| Closed | -$3K | – | 787 |
|
|
2018
Q4 | $3K | Sell |
169
-116
| -41% | -$2.06K | ﹤0.01% | 593 |
|
|
2018
Q3 | $6K | Sell |
285
-97
| -25% | -$2.04K | ﹤0.01% | 490 |
|
|
2018
Q2 | $7K | Sell |
382
-22
| -5% | -$403 | ﹤0.01% | 450 |
|
|
2018
Q1 | $7K | Sell |
404
-50
| -11% | -$866 | ﹤0.01% | 436 |
|
|
2017
Q4 | $8K | Buy |
454
+338
| +291% | +$5.96K | ﹤0.01% | 432 |
|
|
2017
Q3 | $2K | Sell |
116
-200
| -63% | -$3.45K | ﹤0.01% | 554 |
|
|
2017
Q2 | $8K | Hold |
316
| – | – | ﹤0.01% | 429 |
|
|
2017
Q1 | $7K | Hold |
316
| – | – | ﹤0.01% | 448 |
|
|
2016
Q4 | $8K | Hold |
316
| – | – | ﹤0.01% | 444 |
|
|
2016
Q3 | $9K | Hold |
316
| – | – | ﹤0.01% | 399 |
|
|
2016
Q2 | $9K | Hold |
316
| – | – | ﹤0.01% | 398 |
|
|
2016
Q1 | $10K | Hold |
316
| – | – | 0.01% | 382 |
|
|
2015
Q4 | $8K | Sell |
316
-250
| -44% | -$6.33K | ﹤0.01% | 402 |
|
|
2015
Q3 | $14K | Buy |
566
+200
| +55% | +$4.95K | 0.01% | 338 |
|
|
2015
Q2 | $11K | Hold |
366
| – | – | 0.01% | 374 |
|
|
2015
Q1 | $13K | Buy |
+366
| New | +$13K | 0.01% | 353 |
|