Bell Investment Advisors’s Lufax Holding LU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$65 Hold
2025
Q1
$69 Hold
2024
Q4
$55 Hold
2024
Q3
$81 Sell
2024
Q2
$290 Hold
2024
Q1
$515 Hold
2023
Q4
$375 Sell
2023
Q3
$523 Hold
2023
Q2
$705 Sell
2023
Q1
$3.06K Buy
2022
Q4
$2.48K Buy
2022
Q3
$1K Sell
2022
Q2
$3K Buy
2021
Q4
$1K Buy
2021
Q3
$0 Buy