SG Americas Securities’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30K | Sell |
15,880
-182,739
| -92% | -$462K | ﹤0.01% | 3067 |
|
|
2025
Q4 | $508K | Buy |
198,619
+28,812
| +17% | +$85.2K | ﹤0.01% | 2482 |
|
|
2025
Q3 | $689K | Buy |
169,807
+125,287
| +281% | +$374K | ﹤0.01% | 1822 |
|
|
2025
Q2 | $124K | Sell |
44,520
-135,001
| -75% | -$381K | ﹤0.01% | 2542 |
|
|
2025
Q1 | $533K | Buy |
+179,521
| New | +$498K | ﹤0.01% | 1718 |
|
|
2024
Q4 | – | Sell |
-18,965
| Closed | -$66K | – | 3398 |
|
|
2024
Q3 | $66K | Buy |
+18,965
| New | +$49.6K | ﹤0.01% | 3184 |
|
|
2024
Q1 | – | Sell |
-72,510
| Closed | -$223K | – | 3232 |
|
|
2023
Q4 | $223K | Buy |
72,510
+34,447
| +90% | +$128K | ﹤0.01% | 2059 |
|
|
2023
Q3 | $161K | Sell |
38,063
-45,373
| -54% | -$251K | ﹤0.01% | 2445 |
|
|
2023
Q2 | $477K | Sell |
83,436
-18,160
| -18% | -$120K | ﹤0.01% | 1416 |
|
|
2023
Q1 | $829K | Buy |
101,596
+31,583
| +45% | +$303K | 0.01% | 1284 |
|
|
2022
Q4 | $543K | Buy |
70,013
+31,094
| +80% | +$237K | 0.01% | 1465 |
|
|
2022
Q3 | $395K | Sell |
38,919
-44,946
| -54% | -$767K | 0.01% | 1758 |
|
|
2022
Q2 | $2.01M | Sell |
83,865
-20,003
| -19% | -$465K | 0.03% | 748 |
|
|
2022
Q1 | $2.31M | Buy |
+103,868
| New | +$2.29M | 0.02% | 811 |
|
|
2021
Q4 | – | Sell |
-18,772
| Closed | -$524K | – | 3629 |
|
|
2021
Q3 | $524K | Sell |
18,772
-400
| -2% | -$13.3K | ﹤0.01% | 2462 |
|
|
2021
Q2 | $867K | Sell |
19,172
-1,302
| -6% | -$65.6K | ﹤0.01% | 1656 |
|
|
2021
Q1 | $1.19M | Sell |
20,474
-2,650
| -11% | -$163K | 0.01% | 1406 |
|
|
2020
Q4 | $1.31M | Buy |
+23,124
| New | +$1.38M | 0.01% | 1367 |
|
Other funds holding LU
AIM
YC
VCM
VFT
