Aptus Capital Advisors’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 | $247K | Buy |
17,985
+347
| +2% | +$4.76K | ﹤0.01% | 867 |
|
|
2025
Q1 | $181K | Buy |
17,638
+1,162
| +7% | +$11.9K | ﹤0.01% | 907 |
|
|
2024
Q4 | $171K | Sell |
16,476
-588
| -3% | -$6.09K | ﹤0.01% | 911 |
|
|
2024
Q3 | $233K | Buy |
17,064
+2,099
| +14% | +$28.7K | ﹤0.01% | 726 |
|
|
2024
Q2 | $193K | Buy |
14,965
+2,459
| +20% | +$31.7K | ﹤0.01% | 735 |
|
|
2024
Q1 | $149K | Buy |
12,506
+1,874
| +18% | +$22.4K | ﹤0.01% | 759 |
|
|
2023
Q4 | $88.6K | Sell |
10,632
-1,125
| -10% | -$9.37K | ﹤0.01% | 623 |
|
|
2023
Q3 | $85.2K | Buy |
+11,757
| New | +$85.2K | ﹤0.01% | 634 |
|