Financial Advocates Investment 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 | $266K | Sell |
19,412
-14,092
| -42% | -$193K | 0.02% | 521 |
|
2025
Q1 | $343K | Buy |
33,504
+388
| +1% | +$3.97K | 0.02% | 521 |
|
2024
Q4 | $343K | Sell |
33,116
-5,039
| -13% | -$52.2K | 0.02% | 560 |
|
2024
Q3 | $521K | Buy |
38,155
+2,537
| +7% | +$34.6K | 0.03% | 448 |
|
2024
Q2 | $459K | Sell |
35,618
-3,523
| -9% | -$45.4K | 0.03% | 452 |
|
2024
Q1 | $467K | Buy |
+39,141
| New | +$467K | 0.03% | 465 |
|