Cape Ann Asset Management’s Lufax Holding LU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$2.53M Sell
2024
Q1
$4.52M Sell
2023
Q4
$3.29M Sell
2023
Q3
$4.65M Sell
2023
Q2
$6.27M Buy
2023
Q1
$4.49M Buy
2022
Q4
$4.27M Buy
2022
Q3
$5.58M Sell
2022
Q2
$13.7M Buy
2022
Q1
$8.23M Buy