CAPTRUST Financial 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 | $2.87M | Buy |
208,921
+66,937
| +47% | +$918K | 0.01% | 814 |
|
|
2025
Q1 | $1.45M | Sell |
141,984
-1,457
| -1% | -$14.9K | ﹤0.01% | 1079 |
|
|
2024
Q4 | $1.49M | Sell |
143,441
-40,194
| -22% | -$416K | ﹤0.01% | 1025 |
|
|
2024
Q3 | $2.51M | Sell |
183,635
-8,953
| -5% | -$122K | 0.01% | 773 |
|
|
2024
Q2 | $2.48M | Sell |
192,588
-8,373
| -4% | -$108K | 0.01% | 731 |
|
|
2024
Q1 | $2.4M | Buy |
200,961
+154,771
| +335% | +$1.85M | 0.01% | 730 |
|
|
2023
Q4 | $385K | Buy |
46,190
+27,261
| +144% | +$227K | ﹤0.01% | 1938 |
|
|
2023
Q3 | $137K | Buy |
18,929
+8,487
| +81% | +$61.5K | ﹤0.01% | 2381 |
|
|
2023
Q2 | $82.4K | Buy |
+10,442
| New | +$82.4K | ﹤0.01% | 2398 |
|
|
2022
Q3 | – | Sell |
-4,020
| Closed | -$15K | – | 3349 |
|
|
2022
Q2 | $15K | Buy |
4,020
+3,000
| +294% | +$11.2K | ﹤0.01% | 3537 |
|
|
2022
Q1 | $8K | Buy |
1,020
+1,000
| +5,000% | +$7.84K | ﹤0.01% | 3917 |
|
|
2021
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 4863 |
|