Capstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-33,564
| Closed | -$79.5K | – | 1025 |
|
|
2024
Q2 | $79.5K | Sell |
33,564
-503
| -1% | -$1.19K | ﹤0.01% | 981 |
|
|
2024
Q1 | $144K | Sell |
34,067
-67,857
| -67% | -$286K | ﹤0.01% | 1219 |
|
|
2023
Q4 | $313K | Buy |
101,924
+56,469
| +124% | +$173K | ﹤0.01% | 687 |
|
|
2023
Q3 | $193K | Buy |
45,455
+29,964
| +193% | +$127K | ﹤0.01% | 961 |
|
|
2023
Q2 | $88.6K | Buy |
+15,491
| New | +$88.6K | ﹤0.01% | 788 |
|