Avantax Advisory Services’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 | $1.25M | Buy |
91,184
+8,224
| +10% | +$113K | 0.01% | 1021 |
|
|
2025
Q1 | $850K | Buy |
82,960
+7,016
| +9% | +$71.8K | 0.01% | 1181 |
|
|
2024
Q4 | $787K | Sell |
75,944
-29,500
| -28% | -$306K | ﹤0.01% | 1164 |
|
|
2024
Q3 | $1.44M | Buy |
105,444
+10,448
| +11% | +$143K | 0.01% | 834 |
|
|
2024
Q2 | $1.22M | Buy |
94,996
+84,061
| +769% | +$1.08M | 0.01% | 877 |
|
|
2024
Q1 | $130K | Buy |
+10,935
| New | +$130K | ﹤0.01% | 1576 |
|