Soltis Investment Advisors’s Lufax Holding LU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,900	Closed	-$35.6K	–	380
2024 Q4	$35.6K	Hold	14,900	–	–	﹤0.01%	371
2024 Q3	$52K	Buy	+14,900	New	+$52K	0.01%	362