IFP Advisors’s Luna Innovations Incorporated LUNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-250
| Closed | -$170 | – | 5105 |
|
|
2025
Q1 | $170 | Hold |
250
| – | – | ﹤0.01% | 3716 |
|
|
2024
Q4 | $540 | Hold |
250
| – | – | ﹤0.01% | 3399 |
|
|
2024
Q3 | $588 | Hold |
250
| – | – | ﹤0.01% | 3133 |
|
|
2024
Q2 | $800 | Hold |
250
| – | – | ﹤0.01% | 3024 |
|
|
2024
Q1 | $801 | Hold |
250
| – | – | ﹤0.01% | 2896 |
|
|
2023
Q4 | $1.66K | Sell |
250
-85
| -25% | -$525 | ﹤0.01% | 2718 |
|
|
2023
Q3 | $1.96K | Hold |
335
| – | – | ﹤0.01% | 2843 |
|
|
2023
Q2 | $3.06K | Hold |
335
| – | – | ﹤0.01% | 2727 |
|
|
2023
Q1 | $1.14K | Buy |
335
+250
| +294% | +$2.21K | ﹤0.01% | 3060 |
|
|
2022
Q4 | $1K | Sell |
85
-315
| -79% | -$2K | ﹤0.01% | 4579 |
|
|
2022
Q3 | $1K | Hold |
400
| – | – | ﹤0.01% | 4766 |
|
|
2022
Q2 | $1K | Hold |
400
| – | – | ﹤0.01% | 4533 |
|
|
2022
Q1 | $1K | Buy |
+400
| New | +$2.88K | ﹤0.01% | 4531 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5779 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5566 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$2.24K | – | 5392 |
|
|
2020
Q4 | $2K | Buy |
+200
| New | +$1.59K | ﹤0.01% | 2689 |
|
|
2019
Q4 | – | Sell |
-14,178
| Closed | -$79K | – | 4068 |
|
|
2019
Q3 | $79K | Buy |
+14,178
| New | +$78.4K | 0.01% | 1175 |
|
Other funds holding LUNA
GWM
AC
MMCM