RAFFA WEALTH MANAGEMENT, LLC’s Lumen LUMN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio LUMN Stock Details LUMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$391	Hold	51	–	–	﹤0.01%	1205
2026 Q1	$354	Buy	51 +4	+9%	+$30	﹤0.01%	1104
2025 Q4	$365	Hold	47	–	–	﹤0.01%	1099
2025 Q3	$287	Hold	47	–	–	﹤0.01%	1124
2025 Q2	$206	Hold	47	–	–	﹤0.01%	1074
2025 Q1	$184	Hold	47	–	–	﹤0.01%	1047
2024 Q4	$249	Hold	47	–	–	﹤0.01%	1072
2024 Q3	$333	Hold	47	–	–	﹤0.01%	1026
2024 Q2	$52	Hold	47	–	–	﹤0.01%	1146
2024 Q1	$73	Hold	47	–	–	﹤0.01%	1118
2023 Q4	$86	Hold	47	–	–	﹤0.01%	1048
2023 Q3	$67	Hold	47	–	–	﹤0.01%	1051
2023 Q2	$106	Sell	47 -81	-63%	-$178	﹤0.01%	1056
2023 Q1	$339	Hold	128	–	–	﹤0.01%	1001
2022 Q4	$668	Hold	128	–	–	﹤0.01%	891
2022 Q3	$931	Buy	128 +1	+0.8%	+$10	﹤0.01%	824
2022 Q2	$1.38K	Buy	127 +1	+0.8%	+$11	﹤0.01%	707
2022 Q1	$1.42K	Buy	126 +1	+0.8%	+$11	﹤0.01%	739
2021 Q4	$1.57K	Buy	125 +1	+0.8%	+$13	﹤0.01%	729
2021 Q3	$1.53K	Buy	124 +1	+0.8%	+$13	﹤0.01%	688
2021 Q2	$1.67K	Buy	123 +1	+0.8%	+$14	﹤0.01%	677
2021 Q1	$1.63K	Hold	122	–	–	﹤0.01%	697
2020 Q4	$1.19K	Buy	122 +1	+0.8%	+$10	﹤0.01%	700
2020 Q3	$1.22K	Buy	121 +1	+0.8%	+$10	﹤0.01%	615
2020 Q2	$1.2K	Buy	120 +1	+0.8%	+$10	﹤0.01%	606
2020 Q1	$1.13K	Buy	119 +1	+0.8%	+$13	﹤0.01%	557
2019 Q4	$1.56K	Buy	118 +1	+0.9%	+$13	﹤0.01%	457
2019 Q3	$1.46K	Buy	+117	New	+$1.39K	﹤0.01%	469
2019 Q2	–	Sell	-116	Closed	-$1.39K	–	1106
2019 Q1	$1.39K	Buy	116 +1	+0.9%	+$14	﹤0.01%	447
2018 Q4	$1.74K	Hold	115	–	–	﹤0.01%	383
2018 Q3	$2.44K	Hold	115	–	–	﹤0.01%	353
2018 Q2	$2.14K	Hold	115	–	–	﹤0.01%	357
2018 Q1	$1.89K	Buy	115 +81	+238%	+$1.41K	﹤0.01%	374
2017 Q4	$567	Hold	34	–	–	﹤0.01%	252
2017 Q3	$643	Hold	34	–	–	﹤0.01%	272
2017 Q2	$812	Hold	34	–	–	﹤0.01%	376
2017 Q1	$801	Sell	34 -16	-32%	-$390	﹤0.01%	347
2016 Q4	$1.19K	Hold	50	–	–	﹤0.01%	388
2016 Q3	$1.37K	Hold	50	–	–	﹤0.01%	340
2016 Q2	$1.45K	Hold	50	–	–	﹤0.01%	309
2016 Q1	$1.6K	Hold	50	–	–	﹤0.01%	293
2015 Q4	$1.26K	Sell	50 -100	-67%	-$2.68K	﹤0.01%	343
2015 Q3	$3.77K	Hold	150	–	–	﹤0.01%	235
2015 Q2	$4.41K	Hold	150	–	–	﹤0.01%	212
2015 Q1	$5.18K	Hold	150	–	–	﹤0.01%	194
2014 Q4	$5.94K	Hold	150	–	–	﹤0.01%	185
2014 Q3	$6.13K	Buy	150 +116	+341%	+$4.56K	﹤0.01%	185
2014 Q2	$1.23K	Hold	34	–	–	﹤0.01%	242
2014 Q1	$1.12K	Sell	34 -116	-77%	-$3.55K	﹤0.01%	244
2013 Q4	$5.94K	Buy	+150	New	+$4.79K	﹤0.01%	185

Other funds holding LUMN

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's LUMN Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Lumen (LUMN) position steady in Q2 2026 at 51 shares worth $391. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in LUMN in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.13K in Q3 2014. 175 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 51 shares of Lumen worth $391 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1205 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Lumen in Q4 2013 and has held it in 50 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Lumen position peaked at $6.13K in Q3 2014.
175 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.