Creative Planning’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 | $9.21M | Buy |
671,485
+274,534
| +69% | +$3.77M | 0.01% | 535 |
|
|
2025
Q1 | $4.06M | Sell |
396,951
-8,413
| -2% | -$86.1K | ﹤0.01% | 794 |
|
|
2024
Q4 | $4.2M | Sell |
405,364
-440,273
| -52% | -$4.56M | ﹤0.01% | 723 |
|
|
2024
Q3 | $6.88M | Buy |
845,637
+427,013
| +102% | +$3.48M | 0.01% | 544 |
|
|
2024
Q2 | $5.4M | Buy |
418,624
+10,873
| +3% | +$140K | 0.01% | 591 |
|
|
2024
Q1 | $4.86M | Sell |
407,751
-170,944
| -30% | -$2.04M | 0.01% | 610 |
|
|
2023
Q4 | $4.82M | Sell |
578,695
-101,846
| -15% | -$848K | 0.01% | 573 |
|
|
2023
Q3 | $4.93M | Buy |
680,541
+404,852
| +147% | +$2.94M | 0.01% | 543 |
|
|
2023
Q2 | $2.18M | Sell |
275,689
-135,067
| -33% | -$1.07M | ﹤0.01% | 779 |
|
|
2023
Q1 | $1.96M | Buy |
410,756
+214,845
| +110% | +$1.02M | ﹤0.01% | 780 |
|
|
2022
Q4 | $797K | Buy |
195,911
+106,496
| +119% | +$433K | ﹤0.01% | 1144 |
|
|
2022
Q3 | $393K | Buy |
+89,415
| New | +$393K | ﹤0.01% | 1474 |
|