Zurich Cantonal Bank’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-85,001
| Closed | -$261K | – | 2718 |
|
|
2023
Q4 | $261K | Buy |
85,001
+45,159
| +113% | +$139K | ﹤0.01% | 1922 |
|
|
2023
Q3 | $169K | Hold |
39,842
| – | – | ﹤0.01% | 2079 |
|
|
2023
Q2 | $228K | Hold |
39,842
| – | – | ﹤0.01% | 1845 |
|
|
2023
Q1 | $325K | Hold |
39,842
| – | – | ﹤0.01% | 1568 |
|
|
2022
Q4 | $309K | Hold |
39,842
| – | – | ﹤0.01% | 1553 |
|
|
2022
Q3 | $405K | Hold |
39,842
| – | – | ﹤0.01% | 1325 |
|
|
2022
Q2 | $956K | Buy |
39,842
+20,342
| +104% | +$488K | 0.01% | 877 |
|
|
2022
Q1 | $434K | Buy |
+19,500
| New | +$434K | ﹤0.01% | 1419 |
|
|
2021
Q4 | – | Sell |
-13,442
| Closed | -$375K | – | 2927 |
|
|
2021
Q3 | $375K | Hold |
13,442
| – | – | ﹤0.01% | 1484 |
|
|
2021
Q2 | $608K | Sell |
13,442
-14,153
| -51% | -$640K | ﹤0.01% | 1119 |
|
|
2021
Q1 | $1.6M | Buy |
27,595
+12,086
| +78% | +$702K | 0.01% | 750 |
|
|
2020
Q4 | $881K | Buy |
+15,509
| New | +$881K | 0.01% | 1003 |
|