Ethic Inc’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
$1.01M Sell
75,985
-112,336
-60% -$1.49M 0.02% 613
2025
Q1
$1.96M Buy
188,321
+26,177
+16% +$273K 0.04% 417
2024
Q4
$1.68M Buy
162,144
+25,979
+19% +$269K 0.03% 453
2024
Q3
$1.62M Sell
136,165
-52,005
-28% -$620K 0.04% 442
2024
Q2
$2.43M Buy
188,170
+52,005
+38% +$670K 0.06% 344
2024
Q1
$1.62M Buy
136,165
+26,279
+24% +$314K 0.04% 443
2023
Q4
$915K Buy
109,886
+37,998
+53% +$317K 0.03% 559
2023
Q3
$521K Buy
+71,888
New +$521K 0.02% 667