Gladstone Institutional Advisory’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 | $679K | Buy |
49,522
+2,108
| +4% | +$28.9K | 0.03% | 421 |
|
|
2025
Q1 | $486K | Buy |
47,414
+9,422
| +25% | +$96.5K | 0.02% | 474 |
|
|
2024
Q4 | $394K | Buy |
37,992
+21,592
| +132% | +$224K | 0.02% | 528 |
|
|
2024
Q3 | $224K | Buy |
16,400
+377
| +2% | +$5.15K | 0.01% | 631 |
|
|
2024
Q2 | $207K | Buy |
16,023
+5,646
| +54% | +$72.8K | 0.01% | 622 |
|
|
2024
Q1 | $124K | Sell |
10,377
-4,903
| -32% | -$58.5K | 0.01% | 621 |
|
|
2023
Q4 | $127K | Buy |
15,280
+1,625
| +12% | +$13.5K | 0.01% | 642 |
|
|
2023
Q3 | $99K | Buy |
13,655
+2,786
| +26% | +$20.2K | 0.01% | 601 |
|
|
2023
Q2 | $85.8K | Buy |
+10,869
| New | +$85.8K | 0.01% | 618 |
|