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 |
|