Marathon Capital Management’s Luna Innovations Incorporated LUNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-192,500
| Closed | -$416K | – | 166 |
|
2024
Q4 | $416K | Buy |
192,500
+5,000
| +3% | +$10.8K | 0.1% | 103 |
|
2024
Q3 | $441K | Buy |
187,500
+20,000
| +12% | +$47K | 0.11% | 101 |
|
2024
Q2 | $536K | Buy |
167,500
+15,000
| +10% | +$48K | 0.14% | 87 |
|
2024
Q1 | $489K | Sell |
152,500
-1,500
| -1% | -$4.81K | 0.12% | 96 |
|
2023
Q4 | $1.02M | Hold |
154,000
| – | – | 0.26% | 73 |
|
2023
Q3 | $902K | Sell |
154,000
-2,059
| -1% | -$12.1K | 0.23% | 77 |
|
2023
Q2 | $1.42M | Sell |
156,059
-689
| -0.4% | -$6.28K | 0.35% | 61 |
|
2023
Q1 | $1.13M | Buy |
156,748
+1,000
| +0.6% | +$7.19K | 0.28% | 66 |
|
2022
Q4 | $1.37M | Hold |
155,748
| – | – | 0.38% | 54 |
|
2022
Q3 | $692K | Buy |
+155,748
| New | +$692K | 0.2% | 78 |
|