Allworth 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 | $35.2K | Buy |
2,562
+1,601
| +167% | +$22K | ﹤0.01% | 2154 |
|
|
2025
Q1 | $11.3K | Buy |
961
+276
| +40% | +$3.24K | ﹤0.01% | 2364 |
|
|
2024
Q4 | $8.21K | Buy |
685
+514
| +301% | +$6.16K | ﹤0.01% | 2524 |
|
|
2024
Q3 | $2.34K | Buy |
+171
| New | +$2.34K | ﹤0.01% | 2901 |
|
|
2024
Q1 | – | Sell |
-712
| Closed | -$5.93K | – | 3661 |
|
|
2023
Q4 | $5.93K | Buy |
+712
| New | +$5.93K | ﹤0.01% | 2202 |
|