Ethic Inc’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
$39.4K Sell
14,380
-798
-5% -$2.19K ﹤0.01% 1198
2025
Q1
$44.9K Sell
15,178
-5,578
-27% -$16.5K ﹤0.01% 1139
2024
Q4
$49.6K Sell
20,756
-93,845
-82% -$224K ﹤0.01% 1130
2024
Q3
$484K Buy
114,601
+66,684
+139% +$281K 0.01% 768
2024
Q2
$114K Sell
47,917
-66,684
-58% -$158K ﹤0.01% 1063
2024
Q1
$484K Buy
114,601
+65,733
+135% +$277K 0.01% 767
2023
Q4
$150K Buy
+48,868
New +$150K ﹤0.01% 1001