Winch Advisory Services’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514 | Hold |
117
| – | – | ﹤0.01% | 463 |
|
|
2025
Q1 | $460 | Hold |
117
| – | – | ﹤0.01% | 464 |
|
|
2024
Q4 | $623 | Hold |
117
| – | – | ﹤0.01% | 499 |
|
|
2024
Q3 | $833 | Hold |
117
| – | – | ﹤0.01% | 406 |
|
|
2024
Q2 | $129 | Hold |
117
| – | – | ﹤0.01% | 439 |
|
|
2024
Q1 | $183 | Hold |
117
| – | – | ﹤0.01% | 427 |
|
|
2023
Q4 | $215 | Hold |
117
| – | – | ﹤0.01% | 420 |
|
|
2023
Q3 | $0 | Hold |
117
| – | – | ﹤0.01% | 438 |
|
|
2023
Q2 | $0 | Hold |
117
| – | – | ﹤0.01% | 431 |
|
|
2023
Q1 | $0 | Hold |
117
| – | – | ﹤0.01% | 427 |
|
|
2022
Q4 | $1K | Hold |
117
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $1K | Buy |
117
+3
| +3% | +$26 | ﹤0.01% | 367 |
|
|
2022
Q2 | $1K | Buy |
114
+2
| +2% | +$18 | ﹤0.01% | 393 |
|
|
2022
Q1 | $1K | Hold |
112
| – | – | ﹤0.01% | 419 |
|
|
2021
Q4 | $1K | Buy |
112
+2
| +2% | +$18 | ﹤0.01% | 437 |
|
|
2021
Q3 | $1K | Buy |
110
+2
| +2% | +$18 | ﹤0.01% | 450 |
|
|
2021
Q2 | $1K | Buy |
108
+2
| +2% | +$19 | ﹤0.01% | 454 |
|
|
2021
Q1 | $1K | Buy |
106
+2
| +2% | +$19 | ﹤0.01% | 424 |
|
|
2020
Q4 | $1K | Buy |
104
+2
| +2% | +$19 | ﹤0.01% | 405 |
|
|
2020
Q3 | $1K | Buy |
102
+2
| +2% | +$20 | ﹤0.01% | 365 |
|
|
2020
Q2 | $1K | Buy |
100
+3
| +3% | +$30 | ﹤0.01% | 360 |
|
|
2020
Q1 | $1K | Buy |
97
+3
| +3% | +$31 | ﹤0.01% | 315 |
|
|
2019
Q4 | $1K | Buy |
94
+1
| +1% | +$11 | ﹤0.01% | 343 |
|
|
2019
Q3 | $1K | Buy |
93
+2
| +2% | +$22 | ﹤0.01% | 330 |
|
|
2019
Q2 | $1K | Buy |
91
+2
| +2% | +$22 | ﹤0.01% | 412 |
|
|
2019
Q1 | $1K | Buy |
89
+2
| +2% | +$22 | ﹤0.01% | 358 |
|
|
2018
Q4 | $1K | Buy |
87
+3
| +4% | +$34 | ﹤0.01% | 330 |
|
|
2018
Q3 | $2K | Buy |
84
+2
| +2% | +$48 | ﹤0.01% | 281 |
|
|
2018
Q2 | $2K | Buy |
82
+2
| +3% | +$49 | ﹤0.01% | 288 |
|
|
2018
Q1 | $1K | Buy |
80
+2
| +3% | +$25 | ﹤0.01% | 293 |
|
|
2017
Q4 | $1K | Buy |
+78
| New | +$1K | ﹤0.01% | 291 |
|
|
2016
Q4 | – | Sell |
-647
| Closed | -$18K | – | 282 |
|
|
2016
Q3 | $18K | Buy |
+647
| New | +$18K | 0.01% | 122 |
|
|
2016
Q2 | – | Sell |
-623
| Closed | -$20K | – | 273 |
|
|
2016
Q1 | $20K | Buy |
+623
| New | +$20K | 0.03% | 74 |
|
|
2015
Q2 | – | Sell |
-51
| Closed | -$2K | – | 326 |
|
|
2015
Q1 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 278 |
|
|
2014
Q4 | – | Sell |
-49
| Closed | – | – | 120 |
|
|
2014
Q3 | $0 | Hold |
49
| – | – | ﹤0.01% | 250 |
|
|
2014
Q2 | $2K | Buy |
49
+1
| +2% | +$41 | ﹤0.01% | 232 |
|
|
2014
Q1 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 245 |
|