D.A. Davidson & Co’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
$205K Sell
14,945
-17,650
-54% -$242K ﹤0.01% 1354
2025
Q1
$334K Buy
32,595
+1,535
+5% +$15.7K ﹤0.01% 1168
2024
Q4
$322K Buy
31,060
+14,239
+85% +$148K ﹤0.01% 1179
2024
Q3
$230K Sell
16,821
-1,142
-6% -$15.6K ﹤0.01% 1263
2024
Q2
$232K Hold
17,963
﹤0.01% 1245
2024
Q1
$214K Buy
+17,963
New +$214K ﹤0.01% 1280