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 Q4	–	Sell	-23	Closed	-$94	–	1884
2025 Q3	$94	Hold	23	–	–	﹤0.01%	1861
2025 Q2	$65	Hold	23	–	–	﹤0.01%	1865
2025 Q1	$69	Hold	23	–	–	﹤0.01%	1891
2024 Q4	$55	Hold	23	–	–	﹤0.01%	1892
2024 Q3	$81	Sell	23 -99	-81%	-$259	﹤0.01%	1868
2024 Q2	$290	Hold	122	–	–	﹤0.01%	1903
2024 Q1	$515	Hold	122	–	–	﹤0.01%	1814
2023 Q4	$375	Sell	122 -1	-0.8%	-$4	﹤0.01%	1875
2023 Q3	$523	Hold	123	–	–	﹤0.01%	1773
2023 Q2	$705	Sell	123 -252	-67%	-$1.67K	﹤0.01%	1687
2023 Q1	$3.06K	Buy	375 +56	+18%	+$537	﹤0.01%	1034
2022 Q4	$2.48K	Buy	319 +216	+210%	+$1.65K	﹤0.01%	1177
2022 Q3	$1K	Sell	103 -2	-2%	-$34	﹤0.01%	1472
2022 Q2	$3K	Buy	+105	New	+$2.44K	﹤0.01%	969
2021 Q4	$1K	Buy	32 +21	+191%	+$550	﹤0.01%	1506
2021 Q3	$0	Buy	+11	New	+$365	﹤0.01%	1784