Simplex Trading’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 | $191K | Sell |
101,933
-50,780
| -33% | -$128K | 0.01% | 4359 |
|
|
2025
Q4 | $391K | Sell |
152,713
-159,797
| -51% | -$472K | 0.01% | 3541 |
|
|
2025
Q3 | $1.27M | Buy |
312,510
+245,087
| +364% | +$732K | 0.03% | 2799 |
|
|
2025
Q2 | $188K | Buy |
67,423
+45,766
| +211% | +$129K | 0.01% | 4573 |
|
|
2025
Q1 | $64K | Buy |
21,657
+4,441
| +26% | +$12.3K | ﹤0.01% | 5526 |
|
|
2024
Q4 | $41K | Sell |
17,216
-27,065
| -61% | -$74.7K | ﹤0.01% | 6077 |
|
|
2024
Q3 | $154K | Buy |
+44,281
| New | +$116K | 0.01% | 4784 |
|
|
2024
Q2 | – | Sell |
-40,105
| Closed | -$153K | – | 9973 |
|
|
2024
Q1 | $169K | Buy |
40,105
+7,971
| +25% | +$22.3K | ﹤0.01% | 5040 |
|
|
2023
Q4 | $98K | Sell |
32,134
-17,227
| -35% | -$64.2K | ﹤0.01% | 5415 |
|
|
2023
Q3 | $209K | Buy |
49,361
+21,608
| +78% | +$120K | 0.01% | 4301 |
|
|
2023
Q2 | $158K | Buy |
+27,753
| New | +$183K | 0.01% | 4576 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 10289 |
|
|
2022
Q4 | – | Sell |
-96,614
| Closed | -$736K | – | 10479 |
|
|
2022
Q3 | $981K | Buy |
+96,614
| New | +$1.65M | 0.04% | 2660 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 11130 |
|
|
2022
Q1 | – | Sell |
-14,521
| Closed | -$320K | – | 11419 |
|
|
2021
Q4 | $327K | Buy |
+14,521
| New | +$380K | 0.01% | 4423 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 10418 |
|
|
2021
Q2 | – | Sell |
-7,478
| Closed | -$377K | – | 10762 |
|
|
2021
Q1 | $434K | Buy |
7,478
+6,579
| +732% | +$404K | 0.02% | 3572 |
|
|
2020
Q4 | $51K | Buy |
+899
| New | +$53.8K | ﹤0.01% | 6157 |
|
Other funds holding LU
AIM
YC
VCM
VFT