Creative Planning’s Luminar Technologies LAZR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,167
| Closed | -$42.7K | – | 3615 |
|
|
2024
Q3 | $42.7K | Sell |
3,167
-2,133
| -40% | -$28.8K | ﹤0.01% | 3106 |
|
|
2024
Q2 | $118K | Buy |
5,300
+2,030
| +62% | +$45.4K | ﹤0.01% | 2794 |
|
|
2024
Q1 | $96.6K | Buy |
3,270
+1,067
| +48% | +$31.5K | ﹤0.01% | 2701 |
|
|
2023
Q4 | $111K | Buy |
2,203
+86
| +4% | +$4.35K | ﹤0.01% | 2547 |
|
|
2023
Q3 | $144K | Sell |
2,117
-3
| -0.1% | -$205 | ﹤0.01% | 2317 |
|
|
2023
Q2 | $219K | Buy |
2,120
+305
| +17% | +$31.5K | ﹤0.01% | 2137 |
|
|
2023
Q1 | $177K | Sell |
1,815
-115
| -6% | -$11.2K | ﹤0.01% | 2154 |
|
|
2022
Q4 | $143K | Sell |
1,930
-117
| -6% | -$8.69K | ﹤0.01% | 2084 |
|
|
2022
Q3 | $224K | Buy |
+2,047
| New | +$224K | ﹤0.01% | 1823 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | -$1K | – | 2318 |
|
|
2022
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 2256 |
|
|
2021
Q2 | – | Sell |
-1,449
| Closed | -$528K | – | 2183 |
|
|
2021
Q1 | $528K | Sell |
1,449
-884
| -38% | -$322K | ﹤0.01% | 1383 |
|
|
2020
Q4 | $1.19M | Buy |
+2,333
| New | +$1.19M | ﹤0.01% | 863 |
|