Venturi Wealth Management’s Lumen LUMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,245
Closed -$11.9K 1304
2024
Q4
$11.9K Hold
2,245
﹤0.01% 1386
2024
Q3
$15.9K Hold
2,245
﹤0.01% 1078
2024
Q2
$2.47K Hold
2,245
﹤0.01% 1336
2024
Q1
$3.5K Hold
2,245
﹤0.01% 1154
2023
Q4
$4.11K Hold
2,245
﹤0.01% 1068
2023
Q3
$3.19K Hold
2,245
﹤0.01% 1075
2023
Q2
$5.08K Hold
2,245
﹤0.01% 750
2023
Q1
$5.95K Buy
+2,245
New +$5.95K ﹤0.01% 795