Fidelity Investments’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
$449 Hold
161
﹤0.01% 5040
2025
Q1
$478 Hold
161
﹤0.01% 5023
2024
Q4
$385 Sell
161
-87
-35% -$208 ﹤0.01% 5009
2024
Q3
$866 Sell
248
-4,778
-95% -$16.7K ﹤0.01% 4918
2024
Q2
$11.9K Sell
5,026
-20,475
-80% -$48.5K ﹤0.01% 4262
2024
Q1
$108K Buy
25,501
+19,954
+360% +$84.2K ﹤0.01% 3251
2023
Q4
$17K Buy
5,547
+4,874
+724% +$15K ﹤0.01% 4024
2023
Q3
$2.85K Sell
673
-5,589
-89% -$23.7K ﹤0.01% 4454
2023
Q2
$35.8K Sell
6,262
-685
-10% -$3.92K ﹤0.01% 3601
2023
Q1
$56.7K Sell
6,947
-1,110
-14% -$9.06K ﹤0.01% 3401
2022
Q4
$62.5K Buy
8,057
+4,768
+145% +$37K ﹤0.01% 3365
2022
Q3
$33K Buy
3,289
+748
+29% +$7.51K ﹤0.01% 3638
2022
Q2
$61K Buy
2,541
+2,376
+1,440% +$57K ﹤0.01% 3496
2022
Q1
$4K Buy
+165
New +$4K ﹤0.01% 4500
2021
Q3
Sell
-20
Closed -$1K 4751
2021
Q2
$1K Hold
20
﹤0.01% 4065
2021
Q1
$1K Hold
20
﹤0.01% 3857
2020
Q4
$1K Buy
+20
New +$1K ﹤0.01% 3708