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Sequoia Financial Advisors, LLC

SEC CIK
0001599900
Latest filing
Jul 17, 2026

LU holding history

Lufax Holding Ltd in every 13F filed by Sequoia Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LU overviewAll 13F holders of LUFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2023
Holdings of LU by Sequoia Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−10,395−100.0%Sold outHolders
Q3 202410,395$36.3K<0.1%00.0%UnchangedHolders
Q2 202410,395$24.6K<0.1%−3,916−27.4%ReducedHolders
Q1 202414,311$60.4K<0.1%+14,311NewHolders
Q2 20230$00.0%−14,879−100.0%Sold outHolders
Q1 202314,879$30.4K<0.1%+14,879NewHolders