Souders 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
2021
Q3
Sell
-9,949
Closed -$450K 140
2021
Q2
$450K Buy
9,949
+875
+10% +$39.6K 0.15% 104
2021
Q1
$527K Buy
+9,074
New +$527K 0.21% 81