Advisornet Financial’s Nu Holdings NU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$561K Sell
40,853
-8,239
-17% -$113K 0.04% 343
2025
Q1
$503K Buy
49,092
+6,480
+15% +$66.4K 0.04% 349
2024
Q4
$441K Buy
42,612
+19,675
+86% +$204K 0.04% 337
2024
Q3
$313K Buy
22,937
+4,067
+22% +$55.5K 0.02% 431
2024
Q2
$243K Buy
18,870
+15,630
+482% +$201K 0.02% 436
2024
Q1
$38.7K Buy
3,240
+3,180
+5,300% +$37.9K ﹤0.01% 880
2023
Q4
$500 Buy
+60
New +$500 ﹤0.01% 2106