Equitable Trust’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 | $2.51M | Buy |
182,657
+2,095
| +1% | +$28.7K | 0.12% | 139 |
|
|
2025
Q1 | $1.85M | Sell |
180,562
-5,974
| -3% | -$61.2K | 0.1% | 159 |
|
|
2024
Q4 | $1.93M | Sell |
186,536
-41,119
| -18% | -$426K | 0.11% | 151 |
|
|
2024
Q3 | $3.11M | Sell |
227,655
-2,989
| -1% | -$40.8K | 0.2% | 108 |
|
|
2024
Q2 | $2.97M | Sell |
230,644
-267
| -0.1% | -$3.44K | 0.2% | 100 |
|
|
2024
Q1 | $2.75M | Buy |
+230,911
| New | +$2.75M | 0.19% | 104 |
|