Ameriprise’s Lufax Holding LU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,135
Closed -$47K 3911
2024
Q1
$47K Buy
+11,135
New +$47K ﹤0.01% 3814
2023
Q4
Sell
-9,445
Closed -$40K 3946
2023
Q3
$40K Sell
9,445
-284
-3% -$1.2K ﹤0.01% 3843
2023
Q2
$55.7K Sell
9,729
-502
-5% -$2.87K ﹤0.01% 3857
2023
Q1
$83.5K Sell
10,231
-105,696
-91% -$862K ﹤0.01% 3842
2022
Q4
$899K Buy
115,927
+109,111
+1,601% +$846K ﹤0.01% 3186
2022
Q3
$70K Buy
6,816
+442
+7% +$4.54K ﹤0.01% 3863
2022
Q2
$153K Buy
6,374
+1,730
+37% +$41.5K ﹤0.01% 3720
2022
Q1
$103K Buy
+4,644
New +$103K ﹤0.01% 3845