Geode Capital Management’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
$400K Buy
143,238
+5,417
+4% +$15.1K ﹤0.01% 3628
2025
Q1
$409K Buy
137,821
+12,454
+10% +$37K ﹤0.01% 3619
2024
Q4
$300K Buy
125,367
+1,751
+1% +$4.19K ﹤0.01% 3764
2024
Q3
$431K Buy
123,616
+32,536
+36% +$114K ﹤0.01% 3646
2024
Q2
$216K Sell
91,080
-1,085
-1% -$2.57K ﹤0.01% 3879
2024
Q1
$389K Sell
92,165
-924,029
-91% -$3.9M ﹤0.01% 3700
2023
Q4
$3.1M Buy
1,016,194
+196,538
+24% +$599K ﹤0.01% 2935
2023
Q3
$3.45M Buy
819,656
+15,445
+2% +$65.1K ﹤0.01% 2827
2023
Q2
$4.57M Sell
804,211
-345,224
-30% -$1.96M ﹤0.01% 2729
2023
Q1
$9.34M Buy
1,149,435
+376,504
+49% +$3.06M ﹤0.01% 2291
2022
Q4
$5.97M Sell
772,931
-278,094
-26% -$2.15M ﹤0.01% 2573
2022
Q3
$10.7M Sell
1,051,025
-109,337
-9% -$1.11M ﹤0.01% 2200
2022
Q2
$27.7M Buy
1,160,362
+288,552
+33% +$6.9M ﹤0.01% 1523
2022
Q1
$19.3M Buy
871,810
+657,137
+306% +$14.6M ﹤0.01% 1930
2021
Q4
$4.83M Buy
214,673
+63,077
+42% +$1.42M ﹤0.01% 2922
2021
Q3
$4.19M Buy
151,596
+17,137
+13% +$474K ﹤0.01% 3015
2021
Q2
$6.02M Buy
134,459
+10,860
+9% +$486K ﹤0.01% 2789
2021
Q1
$7.11M Buy
123,599
+7,036
+6% +$405K ﹤0.01% 2597
2020
Q4
$6.56M Buy
+116,563
New +$6.56M ﹤0.01% 2441