Concourse Financial Group Securities’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,470
| Closed | -$162K | – | 5523 |
|
|
2024
Q4 | $162K | Buy |
+13,470
| New | +$162K | 0.01% | 798 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6370 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6389 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6387 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6320 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 6185 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6038 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5821 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 5817 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5640 |
|
|
2022
Q2 | – | Sell |
-37
| Closed | – | – | 5617 |
|
|
2022
Q1 | $0 | Sell |
37
-16,312
| -100% | – | ﹤0.01% | 5509 |
|
|
2021
Q4 | $163K | Buy |
+16,349
| New | +$163K | 0.01% | 802 |
|