Chicago Trust’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 | $218K | Sell |
15,916
-5,769
| -27% | -$79.2K | 0.03% | 381 |
|
|
2025
Q1 | $222K | Buy |
21,685
+11,630
| +116% | +$119K | 0.04% | 339 |
|
|
2024
Q4 | $104K | Hold |
10,055
| – | – | 0.02% | 356 |
|
|
2024
Q3 | $137K | Buy |
+10,055
| New | +$137K | 0.02% | 373 |
|
|
2024
Q2 | – | Sell |
-18,227
| Closed | -$217K | – | 333 |
|
|
2024
Q1 | $217K | Sell |
18,227
-1,064
| -6% | -$12.7K | 0.05% | 274 |
|
|
2023
Q4 | $161K | Buy |
+19,291
| New | +$161K | 0.04% | 275 |
|