Charles Schwab’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.12M | Sell |
4,877,374
-924,631
| -16% | -$2.34M | ﹤0.01% | 2145 |
|
|
2025
Q4 | $14.9M | Buy |
5,802,005
+240,225
| +4% | +$710K | ﹤0.01% | 1933 |
|
|
2025
Q3 | $22.6M | Buy |
5,561,780
+168,646
| +3% | +$503K | ﹤0.01% | 1663 |
|
|
2025
Q2 | $15M | Buy |
5,393,134
+382,004
| +8% | +$1.08M | ﹤0.01% | 1816 |
|
|
2025
Q1 | $14.9M | Buy |
5,011,130
+805,292
| +19% | +$2.23M | ﹤0.01% | 1772 |
|
|
2024
Q4 | $10.1M | Buy |
4,205,838
+1,102,943
| +36% | +$3.04M | ﹤0.01% | 2011 |
|
|
2024
Q3 | $10.8M | Buy |
3,102,895
+936,048
| +43% | +$2.45M | ﹤0.01% | 1990 |
|
|
2024
Q2 | $5.14M | Buy |
2,166,847
+365,037
| +20% | +$1.39M | ﹤0.01% | 2348 |
|
|
2024
Q1 | $7.6M | Buy |
1,801,810
+414,507
| +30% | +$1.16M | ﹤0.01% | 2122 |
|
|
2023
Q4 | $4.26M | Buy |
1,387,303
+326,748
| +31% | +$1.22M | ﹤0.01% | 2379 |
|
|
2023
Q3 | $4.5M | Buy |
1,060,555
+215,530
| +26% | +$1.19M | ﹤0.01% | 2305 |
|
|
2023
Q2 | $4.83M | Buy |
845,025
+182,340
| +28% | +$1.21M | ﹤0.01% | 2243 |
|
|
2023
Q1 | $5.41M | Buy |
662,685
+426,019
| +180% | +$4.08M | ﹤0.01% | 2168 |
|
|
2022
Q4 | $1.84M | Sell |
236,666
-671
| -0.3% | -$5.11K | ﹤0.01% | 2598 |
|
|
2022
Q3 | $2.41M | Buy |
237,337
+2,162
| +0.9% | +$36.9K | ﹤0.01% | 2531 |
|
|
2022
Q2 | $5.64M | Buy |
235,175
+47,450
| +25% | +$1.1M | ﹤0.01% | 2137 |
|
|
2022
Q1 | $4.18M | Buy |
187,725
+7,809
| +4% | +$172K | ﹤0.01% | 2360 |
|
|
2021
Q4 | $4.05M | Sell |
179,916
-1,561
| -0.9% | -$40.9K | ﹤0.01% | 2450 |
|
|
2021
Q3 | $5.07M | Buy |
181,477
+3,867
| +2% | +$128K | ﹤0.01% | 2370 |
|
|
2021
Q2 | $8.03M | Buy |
177,610
+121,477
| +216% | +$6.12M | ﹤0.01% | 2113 |
|
|
2021
Q1 | $3.26M | Buy |
56,133
+1,915
| +4% | +$118K | ﹤0.01% | 2499 |
|
|
2020
Q4 | $3.08M | Buy |
+54,218
| New | +$3.24M | ﹤0.01% | 2453 |
|
Other funds holding LU
AIM
YC
VCM
VFT
