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