Toth Financial Advisory’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38K | Buy |
+25
| New | +$2.38K | ﹤0.01% | 613 |
|
|
2022
Q4 | – | Sell |
-40
| Closed | -$3K | – | 762 |
|
|
2022
Q3 | $3K | Sell |
40
-20
| -33% | -$1.5K | ﹤0.01% | 596 |
|
|
2022
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 506 |
|
|
2022
Q1 | $6K | Hold |
60
| – | – | ﹤0.01% | 515 |
|
|
2021
Q4 | $6K | Hold |
60
| – | – | ﹤0.01% | 537 |
|
|
2021
Q3 | $5K | Buy |
60
+20
| +50% | +$1.67K | ﹤0.01% | 557 |
|
|
2021
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 545 |
|
|
2021
Q1 | $4K | Sell |
40
-100
| -71% | -$10K | ﹤0.01% | 524 |
|
|
2020
Q4 | $13K | Buy |
140
+100
| +250% | +$9.29K | ﹤0.01% | 378 |
|
|
2020
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 448 |
|
|
2020
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 437 |
|
|
2020
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 354 |
|
|
2019
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 383 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$5K | – | 489 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 363 |
|
|
2019
Q1 | $6K | Sell |
100
-1,015
| -91% | -$60.9K | ﹤0.01% | 332 |
|
|
2018
Q4 | $47K | Sell |
1,115
-14,085
| -93% | -$594K | 0.01% | 190 |
|
|
2018
Q3 | $911K | Buy |
15,200
+50
| +0.3% | +$3K | 0.2% | 93 |
|
|
2018
Q2 | $877K | Buy |
+15,150
| New | +$877K | 0.21% | 98 |
|