Cetera Investment Advisers’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
191,620
-6,831
| -3% | -$93.7K | ﹤0.01% | 1642 |
|
|
2025
Q1 | $2.03M | Buy |
198,451
+4,156
| +2% | +$42.6K | ﹤0.01% | 1738 |
|
|
2024
Q4 | $2.01M | Buy |
194,295
+10,955
| +6% | +$113K | ﹤0.01% | 1653 |
|
|
2024
Q3 | $2.5M | Buy |
183,340
+48,625
| +36% | +$664K | 0.01% | 1462 |
|
|
2024
Q2 | $1.74M | Buy |
134,715
+22,996
| +21% | +$296K | ﹤0.01% | 1679 |
|
|
2024
Q1 | $1.33M | Buy |
111,719
+86,950
| +351% | +$1.04M | ﹤0.01% | 1856 |
|
|
2023
Q4 | $206K | Buy |
+24,769
| New | +$206K | ﹤0.01% | 2024 |
|
|
2023
Q3 | – | Sell |
-14,209
| Closed | -$112K | – | 2245 |
|
|
2023
Q2 | $112K | Sell |
14,209
-2,398
| -14% | -$18.9K | ﹤0.01% | 2085 |
|
|
2023
Q1 | $79K | Buy |
+16,607
| New | +$79K | ﹤0.01% | 2075 |
|
|
2022
Q2 | – | Sell |
-12,891
| Closed | -$100K | – | 1901 |
|
|
2022
Q1 | $100K | Buy |
+12,891
| New | +$100K | ﹤0.01% | 1799 |
|