Sequoia Financial Advisors’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,395
| Closed | -$36.3K | – | 1376 |
|
|
2024
Q3 | $36.3K | Hold |
10,395
| – | – | ﹤0.01% | 1261 |
|
|
2024
Q2 | $24.6K | Sell |
10,395
-3,916
| -27% | -$9.28K | ﹤0.01% | 1193 |
|
|
2024
Q1 | $60.4K | Buy |
+14,311
| New | +$60.4K | ﹤0.01% | 1128 |
|
|
2023
Q2 | – | Sell |
-3,720
| Closed | -$30.4K | – | 980 |
|
|
2023
Q1 | $30.4K | Buy |
+3,720
| New | +$30.4K | ﹤0.01% | 828 |
|