Independent Financial Group’s Luminar Technologies LAZR Stock Holding History

Independent Financial Group’s Portfolio LAZR Stock Details LAZR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-688	Closed	-$34.8K	–	1039
2023 Q4	$34.8K	Sell	688 -260	-27%	-$12.9K	﹤0.01%	940
2023 Q3	$64.7K	Buy	+948	New	+$86.9K	﹤0.01%	879
2023 Q1	–	Sell	-1,488	Closed	-$110K	–	865
2022 Q4	$110K	Buy	1,488 +37	+3%	+$4.03K	0.01%	753
2022 Q3	$159K	Buy	+1,451	New	+$173K	0.01%	687
2022 Q2	–	Sell	-2,293	Closed	-$537K	–	769
2022 Q1	$537K	Buy	+2,293	New	+$503K	0.04%	412
2021 Q3	–	Sell	-883	Closed	-$291K	–	738
2021 Q2	$291K	Buy	+883	New	+$291K	0.03%	541

Other funds holding LAZR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VIP

Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Financial Group's LAZR Position: Q1 2024 in Review

Independent Financial Group sold out of Luminar Technologies (LAZR) in Q1 2024, closing a stake of 688 shares — an estimated $34.8K sold.

Independent Financial Group first reported a position in LAZR in Q2 2021 and held it in 6 quarters. The position peaked at $537K in Q1 2022. 260 funds tracked by Wall St. Rank hold LAZR as of Q1 2024.

Independent Financial Group reported no remaining Luminar Technologies position as of Q1 2024 after selling out during the quarter.
Independent Financial Group sold 688 Luminar Technologies shares in Q1 2024, an estimated $34.8K.
Independent Financial Group first reported a position in Luminar Technologies in Q2 2021 and held it in 6 quarters.
Independent Financial Group's Luminar Technologies position peaked at $537K in Q1 2022.
260 funds tracked by Wall St. Rank held Luminar Technologies as of Q1 2024.

Based on Independent Financial Group's 13F filing for Q1 2024, filed 12 Jun 2026.