Bank of America’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $404K | Sell |
215,996
-32,427
| -13% | -$81.9K | ﹤0.01% | 5010 |
|
|
2025
Q4 | $636K | Sell |
248,423
-66,542
| -21% | -$197K | ﹤0.01% | 4781 |
|
|
2025
Q3 | $1.28M | Sell |
314,965
-776,958
| -71% | -$2.32M | ﹤0.01% | 5162 |
|
|
2025
Q2 | $3.05M | Buy |
1,091,923
+290,330
| +36% | +$819K | ﹤0.01% | 4376 |
|
|
2025
Q1 | $2.38M | Buy |
801,593
+84,449
| +12% | +$234K | ﹤0.01% | 4528 |
|
|
2024
Q4 | $1.71M | Sell |
717,144
-158,726
| -18% | -$438K | ﹤0.01% | 4579 |
|
|
2024
Q3 | $3.06M | Sell |
875,870
-82,274
| -9% | -$215K | ﹤0.01% | 4193 |
|
|
2024
Q2 | $2.27M | Sell |
958,144
-193,522
| -17% | -$738K | ﹤0.01% | 4342 |
|
|
2024
Q1 | $4.86M | Buy |
1,151,666
+632,997
| +122% | +$1.77M | ﹤0.01% | 3633 |
|
|
2023
Q4 | $1.59M | Buy |
518,669
+119,241
| +30% | +$444K | ﹤0.01% | 4607 |
|
|
2023
Q3 | $1.69M | Sell |
399,428
-71,847
| -15% | -$398K | ﹤0.01% | 4414 |
|
|
2023
Q2 | $2.7M | Sell |
471,275
-1,923
| -0.4% | -$12.7K | ﹤0.01% | 3944 |
|
|
2023
Q1 | $3.86M | Buy |
473,198
+156,902
| +50% | +$1.5M | ﹤0.01% | 3767 |
|
|
2022
Q4 | $2.45M | Sell |
316,296
-84,235
| -21% | -$642K | ﹤0.01% | 4073 |
|
|
2022
Q3 | $4.07M | Sell |
400,531
-108,470
| -21% | -$1.85M | ﹤0.01% | 3557 |
|
|
2022
Q2 | $12.2M | Buy |
509,001
+21,003
| +4% | +$488K | ﹤0.01% | 2483 |
|
|
2022
Q1 | $10.9M | Buy |
487,998
+277,750
| +132% | +$6.12M | ﹤0.01% | 2783 |
|
|
2021
Q4 | $4.74M | Sell |
210,248
-68,474
| -25% | -$1.79M | ﹤0.01% | 3703 |
|
|
2021
Q3 | $7.78M | Buy |
278,722
+136,562
| +96% | +$4.53M | ﹤0.01% | 3122 |
|
|
2021
Q2 | $6.42M | Buy |
142,160
+50,918
| +56% | +$2.57M | ﹤0.01% | 3289 |
|
|
2021
Q1 | $5.3M | Buy |
91,242
+47,877
| +110% | +$2.94M | ﹤0.01% | 3333 |
|
|
2020
Q4 | $2.46M | Buy |
+43,365
| New | +$2.6M | ﹤0.01% | 3767 |
|
Other funds holding LU
AIM
YC
VCM
VFT
