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Paragon Capital Management (Colorado)’s Lufax Holding LU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-20,525
Closed -$86.6K 226
2024
Q1
$86.6K Hold
20,525
0.02% 194
2023
Q4
$63K Sell
20,525
-87,639
-81% -$269K 0.01% 170
2023
Q3
$115K Sell
108,164
-23,371
-18% -$24.8K 0.03% 188
2023
Q2
$188K Buy
+131,535
New +$188K 0.04% 189