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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
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|
2025
Q1 | $14.9M | Buy |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $10.8M | Buy |
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|
2024
Q2 | $5.14M | Buy |
|
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|
2024
Q1 | $7.6M | Buy |
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|
2023
Q4 | $4.26M | Buy |
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|
2023
Q3 | $4.5M | Buy |
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|
2023
Q2 | $4.83M | Buy |
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|
2023
Q1 | $5.41M | Buy |
|
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|
2022
Q4 | $1.84M | Sell |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q2 | $5.64M | Buy |
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|
2022
Q1 | $4.18M | Buy |
|
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|
2021
Q4 | $4.05M | Sell |
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|
2021
Q3 | $5.07M | Buy |
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|
2021
Q2 | $8.03M | Buy |
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|
2021
Q1 | $3.26M | Buy |
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|
2020
Q4 | $3.08M | Buy |
|