Corient Private Wealth’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Sell |
13,978
-1,932
| -12% | -$5.39K | ﹤0.01% | 2492 |
|
|
2025
Q1 | $47.3K | Sell |
15,910
-5,308
| -25% | -$15.8K | ﹤0.01% | 2223 |
|
|
2024
Q4 | $50.7K | Buy |
21,218
+6,445
| +44% | +$15.4K | ﹤0.01% | 2274 |
|
|
2024
Q3 | $51.6K | Buy |
14,773
+358
| +2% | +$1.25K | ﹤0.01% | 2359 |
|
|
2024
Q2 | $34.2K | Sell |
14,415
-6,686
| -32% | -$15.8K | ﹤0.01% | 2273 |
|
|
2024
Q1 | $89K | Buy |
+21,101
| New | +$89K | ﹤0.01% | 2188 |
|
|
2023
Q3 | – | Sell |
-4,387
| Closed | -$25.1K | – | 2185 |
|
|
2023
Q2 | $25.1K | Sell |
4,387
-17,909
| -80% | -$102K | ﹤0.01% | 2025 |
|
|
2023
Q1 | $182K | Buy |
22,296
+12,490
| +127% | +$102K | ﹤0.01% | 1804 |
|
|
2022
Q4 | $78K | Buy |
+9,806
| New | +$78K | ﹤0.01% | 1589 |
|