Daiwa Securities Group’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-73,275
| Closed | -$175K | – | 1302 |
|
|
2024
Q4 | $175K | Hold |
73,275
| – | – | ﹤0.01% | 948 |
|
|
2024
Q3 | $256K | Buy |
73,275
+9,400
| +15% | +$32.8K | ﹤0.01% | 930 |
|
|
2024
Q2 | $151K | Hold |
63,875
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q1 | $270K | Buy |
63,875
+33,500
| +110% | +$142K | ﹤0.01% | 935 |
|
|
2023
Q4 | $93K | Hold |
30,375
| – | – | ﹤0.01% | 1019 |
|
|
2023
Q3 | $129K | Hold |
30,375
| – | – | ﹤0.01% | 1000 |
|
|
2023
Q2 | $174K | Hold |
30,375
| – | – | ﹤0.01% | 947 |
|
|
2023
Q1 | $248K | Buy |
30,375
+22,125
| +268% | +$181K | ﹤0.01% | 903 |
|
|
2022
Q4 | $64K | Hold |
8,250
| – | – | ﹤0.01% | 1005 |
|
|
2022
Q3 | $84K | Buy |
8,250
+925
| +13% | +$9.42K | ﹤0.01% | 1017 |
|
|
2022
Q2 | $176K | Hold |
7,325
| – | – | ﹤0.01% | 971 |
|
|
2022
Q1 | $163K | Buy |
+7,325
| New | +$163K | ﹤0.01% | 991 |
|
|
2021
Q4 | – | Sell |
-12,500
| Closed | -$349K | – | 1415 |
|
|
2021
Q3 | $349K | Buy |
+12,500
| New | +$349K | ﹤0.01% | 905 |
|