SEI Investments’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 | $211K | Sell |
75,448
-49,195
| -39% | -$137K | ﹤0.01% | 2546 |
|
2025
Q1 | $370K | Buy |
124,643
+91,849
| +280% | +$273K | ﹤0.01% | 2258 |
|
2024
Q4 | $78.4K | Sell |
32,794
-18,399
| -36% | -$44K | ﹤0.01% | 2616 |
|
2024
Q3 | $179K | Hold |
51,193
| – | – | ﹤0.01% | 2498 |
|
2024
Q2 | $121K | Sell |
51,193
-137,591
| -73% | -$326K | ﹤0.01% | 2509 |
|
2024
Q1 | $797K | Buy |
+188,784
| New | +$797K | ﹤0.01% | 1964 |
|
2023
Q3 | – | Sell |
-6,593
| Closed | -$37.7K | – | 2659 |
|
2023
Q2 | $37.7K | Buy |
6,593
+1,392
| +27% | +$7.96K | ﹤0.01% | 2630 |
|
2023
Q1 | $42.4K | Buy |
+5,201
| New | +$42.4K | ﹤0.01% | 2636 |
|
2022
Q3 | – | Sell |
-6,848
| Closed | -$176K | – | 2691 |
|
2022
Q2 | $176K | Buy |
6,848
+2,097
| +44% | +$53.9K | ﹤0.01% | 2491 |
|
2022
Q1 | $106K | Buy |
4,751
+1,990
| +72% | +$44.4K | ﹤0.01% | 2506 |
|
2021
Q4 | $58K | Buy |
+2,761
| New | +$58K | ﹤0.01% | 2568 |
|