O'Shaughnessy Asset Management’s Lufax Holding LU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,824
| Closed | -$57.8K | – | 1910 |
|
|
2023
Q4 | $57.8K | Sell |
18,824
-12,638
| -40% | -$38.8K | ﹤0.01% | 1542 |
|
|
2023
Q3 | $133K | Buy |
31,462
+27,341
| +663% | +$116K | ﹤0.01% | 1343 |
|
|
2023
Q2 | $23.6K | Sell |
4,121
-10,496
| -72% | -$60K | ﹤0.01% | 1402 |
|
|
2023
Q1 | $119K | Buy |
+14,617
| New | +$119K | ﹤0.01% | 1266 |
|
|
2022
Q4 | – | Sell |
-41,441
| Closed | -$421K | – | 1437 |
|
|
2022
Q3 | $421K | Buy |
41,441
+1,823
| +5% | +$18.5K | 0.01% | 802 |
|
|
2022
Q2 | $951K | Buy |
+39,618
| New | +$951K | 0.02% | 538 |
|