Bell Investment Advisors’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$349 | ﹤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% | -$3 | ﹤0.01% | 1875 |
|
|
2023
Q3 | $523 | Hold |
123
| – | – | ﹤0.01% | 1773 |
|
|
2023
Q2 | $705 | Sell |
123
-252
| -67% | -$1.44K | ﹤0.01% | 1687 |
|
|
2023
Q1 | $3.06K | Buy |
375
+56
| +18% | +$457 | ﹤0.01% | 1034 |
|
|
2022
Q4 | $2.48K | Buy |
319
+216
| +210% | +$1.68K | ﹤0.01% | 1177 |
|
|
2022
Q3 | $1K | Sell |
103
-2
| -2% | -$19 | ﹤0.01% | 1472 |
|
|
2022
Q2 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 969 |
|
|
2021
Q4 | $1K | Buy |
32
+21
| +191% | +$656 | ﹤0.01% | 1506 |
|
|
2021
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1784 |
|