Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-183,387
Closed -$803K 1820
2025
Q2
$803K Buy
183,387
+144,210
+368% +$559K 0.04% 411
2025
Q1
$154K Sell
39,177
-95,413
-71% -$475K 0.01% 868
2024
Q4
$715K Buy
134,590
+68,028
+102% +$469K 0.04% 399
2024
Q3
$473K Buy
+66,562
New +$284K 0.03% 476
2024
Q1
Sell
-144,310
Closed -$264K 1788
2023
Q4
$264K Buy
+144,310
New +$205K 0.02% 662
2023
Q2
Sell
-72,000
Closed -$191K 1810
2023
Q1
$191K Buy
72,000
+43,690
+154% +$176K 0.02% 766
2022
Q4
$148K Buy
28,310
+2,560
+10% +$15.7K 0.02% 820
2022
Q3
$187K Sell
25,750
-94,025
-79% -$957K 0.02% 895
2022
Q2
$1.31M Sell
119,775
-8,235
-6% -$92.4K 0.11% 169
2022
Q1
$1.44M Buy
128,010
+54,322
+74% +$622K 0.11% 151
2021
Q4
$925K Buy
73,688
+29,060
+65% +$370K 0.09% 210
2021
Q3
$553K Sell
44,628
-36,482
-45% -$457K 0.05% 420
2021
Q2
$1.1M Buy
+81,110
New +$1.12M 0.11% 176
2019
Q4
$2.15M Buy
162,696
+60,190
+59% +$807K 0.21% 92
2019
Q3
$1.28M Buy
+102,506
New +$1.22M 0.1% 217
2019
Q2
Sell
-171,653
Closed -$2.06M 1683
2019
Q1
$2.06M Sell
171,653
-29,161
-15% -$405K 0.16% 123
2018
Q4
$3.04M Buy
+200,814
New +$3.83M 0.26% 81
2018
Q1
Sell
-24,807
Closed -$414K 2313
2017
Q4
$414K Sell
24,807
-30,229
-55% -$513K 0.02% 981
2017
Q3
$1.04M Buy
+55,036
New +$1.16M 0.05% 429
2017
Q1
Sell
-8,511
Closed -$202K 508
2016
Q4
$202K Buy
+8,511
New +$216K 0.02% 413
2016
Q3
Sell
-19,100
Closed -$554K 448
2016
Q2
$554K Buy
19,100
+1,775
+10% +$51.7K 0.07% 220
2016
Q1
$554K Buy
+17,325
New +$486K 0.08% 215
2014
Q2
Sell
-9,391
Closed -$308K 396
2014
Q1
$308K Buy
+9,391
New +$287K 0.04% 285

Other funds holding LUMN