Dakota Wealth Management’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 | $430K | Buy |
31,314
+1,180
| +4% | +$16.2K | 0.01% | 542 |
|
|
2025
Q1 | $309K | Sell |
30,134
-1,247
| -4% | -$12.8K | 0.01% | 604 |
|
|
2024
Q4 | $325K | Sell |
31,381
-11,117
| -26% | -$115K | 0.01% | 582 |
|
|
2024
Q3 | $580K | Sell |
42,498
-786
| -2% | -$10.7K | 0.01% | 480 |
|
|
2024
Q2 | $558K | Sell |
43,284
-1,721
| -4% | -$22.2K | 0.01% | 484 |
|
|
2024
Q1 | $537K | Buy |
+45,005
| New | +$537K | 0.01% | 489 |
|