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