Bedel Financial Consulting’s Lumentum LITE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$384K	Hold	547	–	–	0.04%	197
2025 Q4	$202K	Buy	+547	New	+$140K	0.02%	284
2022 Q2	–	Sell	-847	Closed	-$83K	–	576
2022 Q1	$83K	Hold	847	–	–	0.03%	305
2021 Q4	$90K	Hold	847	–	–	0.03%	300
2021 Q3	$71K	Hold	847	–	–	0.02%	330
2021 Q2	$69K	Buy	847 +300	+55%	+$25.2K	0.02%	335
2021 Q1	$50K	Buy	547 +500	+1,064%	+$46.3K	0.02%	361
2020 Q4	$4K	Hold	47	–	–	﹤0.01%	688
2020 Q3	$4K	Hold	47	–	–	﹤0.01%	645
2020 Q2	$4K	Hold	47	–	–	﹤0.01%	621
2020 Q1	$3K	Hold	47	–	–	﹤0.01%	638
2019 Q4	$4K	Hold	47	–	–	﹤0.01%	613
2019 Q3	$3K	Hold	47	–	–	﹤0.01%	621
2019 Q2	$3K	Buy	+47	New	+$2.5K	﹤0.01%	618