Franklin Resources’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $389K | Sell |
208,088
-26,054
| -11% | -$65.8K | ﹤0.01% | 2556 |
|
|
2025
Q4 | $599K | Buy |
234,142
+11,213
| +5% | +$33.1K | ﹤0.01% | 2323 |
|
|
2025
Q3 | $905K | Buy |
222,929
+5,209
| +2% | +$15.6K | ﹤0.01% | 2157 |
|
|
2025
Q2 | $607K | Buy |
217,720
+104,261
| +92% | +$294K | ﹤0.01% | 2234 |
|
|
2025
Q1 | $337K | Buy |
113,459
+41,862
| +58% | +$116K | ﹤0.01% | 2426 |
|
|
2024
Q4 | $171K | Buy |
71,597
+6,013
| +9% | +$16.6K | ﹤0.01% | 2676 |
|
|
2024
Q3 | $226K | Buy |
65,584
+8,446
| +15% | +$22.1K | ﹤0.01% | 2592 |
|
|
2024
Q2 | $135K | Buy |
57,138
+6,815
| +14% | +$26K | ﹤0.01% | 2635 |
|
|
2024
Q1 | $212K | Buy |
50,323
+20,145
| +67% | +$56.4K | ﹤0.01% | 2578 |
|
|
2023
Q4 | $92.6K | Sell |
30,178
-49,975
| -62% | -$186K | ﹤0.01% | 2473 |
|
|
2023
Q3 | $340K | Buy |
80,153
+49,711
| +163% | +$275K | ﹤0.01% | 2102 |
|
|
2023
Q2 | $174K | Sell |
30,442
-6,373
| -17% | -$42.1K | ﹤0.01% | 2419 |
|
|
2023
Q1 | $300K | Buy |
36,815
+1,574
| +4% | +$15.1K | ﹤0.01% | 1858 |
|
|
2022
Q4 | $273K | Buy |
35,241
+6,283
| +22% | +$47.9K | ﹤0.01% | 1893 |
|
|
2022
Q3 | $294K | Buy |
28,958
+2,098
| +8% | +$35.8K | ﹤0.01% | 1860 |
|
|
2022
Q2 | $645K | Buy |
26,860
+4,062
| +18% | +$94.3K | ﹤0.01% | 1648 |
|
|
2022
Q1 | $508K | Buy |
22,798
+5,246
| +30% | +$116K | ﹤0.01% | 1824 |
|
|
2021
Q4 | $395K | Sell |
17,552
-23,351
| -57% | -$612K | ﹤0.01% | 1995 |
|
|
2021
Q3 | $1.14M | Buy |
40,903
+135
| +0.3% | +$4.48K | ﹤0.01% | 1595 |
|
|
2021
Q2 | $1.84M | Buy |
40,768
+13,764
| +51% | +$694K | ﹤0.01% | 1381 |
|
|
2021
Q1 | $1.57M | Buy |
27,004
+24,184
| +858% | +$1.49M | ﹤0.01% | 1386 |
|
|
2020
Q4 | $160K | Buy |
+2,820
| New | +$169K | ﹤0.01% | 1750 |
|
Other funds holding LU
AIM
YC
VCM
VFT
