Morgan Stanley’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
$1.46M Sell
523,912
-1,927,521
-79% -$5.38M ﹤0.01% 4903
2025
Q1
$7.28M Buy
2,451,433
+1,885,442
+333% +$5.6M ﹤0.01% 3608
2024
Q4
$1.35M Sell
565,991
-313,389
-36% -$749K ﹤0.01% 4931
2024
Q3
$3.07M Sell
879,380
-467,123
-35% -$1.63M ﹤0.01% 4350
2024
Q2
$3.19M Sell
1,346,503
-4,888,255
-78% -$11.6M ﹤0.01% 4232
2024
Q1
$26.3M Buy
6,234,758
+2,861,646
+85% +$12.1M ﹤0.01% 2395
2023
Q4
$10.4M Buy
3,373,112
+2,189,691
+185% +$6.72M ﹤0.01% 3879
2023
Q3
$5.02M Buy
1,183,421
+642,094
+119% +$2.72M ﹤0.01% 3738
2023
Q2
$3.1M Sell
541,327
-284,066
-34% -$1.62M ﹤0.01% 4123
2023
Q1
$6.74M Buy
825,393
+6,490
+0.8% +$53K ﹤0.01% 3520
2022
Q4
$6.35M Buy
818,903
+410,656
+101% +$3.19M ﹤0.01% 3528
2022
Q3
$4.15M Sell
408,247
-145,703
-26% -$1.48M ﹤0.01% 3844
2022
Q2
$13.3M Buy
553,950
+155,967
+39% +$3.74M ﹤0.01% 2748
2022
Q1
$8.87M Buy
397,983
+53,169
+15% +$1.18M ﹤0.01% 3045
2021
Q4
$7.77M Sell
344,814
-219,574
-39% -$4.94M ﹤0.01% 3228
2021
Q3
$15.8M Buy
564,388
+257,000
+84% +$7.18M ﹤0.01% 2349
2021
Q2
$13.9M Buy
307,388
+289,221
+1,592% +$13.1M ﹤0.01% 2594
2021
Q1
$1.06M Buy
18,167
+1,816
+11% +$106K ﹤0.01% 4702
2020
Q4
$928K Buy
+16,351
New +$928K ﹤0.01% 4715