Corient Private Wealth
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Corient Private Wealth’s Lufax Holding LU Stock Holding History

Corient Private Wealth’s Portfolio LU Stock Details LU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,387
Closed -$46.2K – 2783
2025
Q3 		$46.2K Sell
11,387
-2,591
-19% -$7.74K ﹤0.01% 2504
2025
Q2 		$39K Sell
13,978
-1,932
-12% -$5.45K ﹤0.01% 2398
2025
Q1 		$47.3K Sell
15,910
-5,308
-25% -$14.7K ﹤0.01% 2228
2024
Q4 		$50.7K Buy
21,218
+6,445
+44% +$17.8K ﹤0.01% 2278
2024
Q3 		$51.6K Buy
14,773
+358
+2% +$937 ﹤0.01% 2395
2024
Q2 		$34.2K Sell
14,415
-6,686
-32% -$25.5K ﹤0.01% 2279
2024
Q1 		$89K Buy
+21,101
New +$59.1K ﹤0.01% 2195
2023
Q3 		– Sell
-4,387
Closed -$25.1K – 2198
2023
Q2 		$25.1K Sell
4,387
-17,909
-80% -$118K ﹤0.01% 2041
2023
Q1 		$182K Buy
22,296
+12,490
+127% +$120K ﹤0.01% 1815
2022
Q4 		$78K Buy
+9,806
New +$74.7K ﹤0.01% 1593

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