Commonwealth Equity 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 | $5.49M | Buy |
400,149
+17,420
| +5% | +$239K | 0.01% | 1261 |
|
|
2025
Q1 | $3.92M | Buy |
382,729
+241,131
| +170% | +$2.47M | 0.01% | 1436 |
|
|
2024
Q4 | $1.47M | Sell |
141,598
-10,834
| -7% | -$112K | ﹤0.01% | 2102 |
|
|
2024
Q3 | $2.08M | Sell |
152,432
-19,611
| -11% | -$268K | ﹤0.01% | 1777 |
|
|
2024
Q2 | $2.22M | Buy |
172,043
+17,740
| +11% | +$229K | ﹤0.01% | 1720 |
|
|
2024
Q1 | $1.84M | Buy |
154,303
+68,943
| +81% | +$823K | ﹤0.01% | 1840 |
|
|
2023
Q4 | $711K | Sell |
85,360
-33,746
| -28% | -$281K | ﹤0.01% | 2419 |
|
|
2023
Q3 | $864K | Buy |
119,106
+23,100
| +24% | +$168K | ﹤0.01% | 2186 |
|
|
2023
Q2 | $757K | Sell |
96,006
-33,705
| -26% | -$266K | ﹤0.01% | 2305 |
|
|
2023
Q1 | $617 | Buy |
129,711
+36,555
| +39% | +$174 | ﹤0.01% | 2374 |
|
|
2022
Q4 | $379K | Buy |
93,156
+5,350
| +6% | +$21.8K | ﹤0.01% | 2696 |
|
|
2022
Q3 | $386K | Buy |
87,806
+32,465
| +59% | +$143K | ﹤0.01% | 2616 |
|
|
2022
Q2 | $206K | Buy |
55,341
+9,342
| +20% | +$34.8K | ﹤0.01% | 3170 |
|
|
2022
Q1 | $355K | Buy |
45,999
+18,789
| +69% | +$145K | ﹤0.01% | 2823 |
|
|
2021
Q4 | $255K | Buy |
+27,210
| New | +$255K | ﹤0.01% | 3107 |
|