IEQ Capital’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
$66.5M Buy
4,848,221
+1,144,664
+31% +$15.7M 0.41% 37
2025
Q1
$37.9M Sell
3,703,557
-121,970
-3% -$1.25M 0.3% 48
2024
Q4
$39.6M Sell
3,825,527
-504,392
-12% -$5.23M 0.38% 40
2024
Q3
$59.1M Buy
4,329,919
+184,519
+4% +$2.52M 0.73% 25
2024
Q2
$53.4M Sell
4,145,400
-347,733
-8% -$4.48M 0.72% 27
2024
Q1
$53.6M Buy
4,493,133
+2,146,136
+91% +$25.6M 0.77% 23
2023
Q4
$19.6M Buy
2,346,997
+692,278
+42% +$5.77M 0.33% 49
2023
Q3
$12M Buy
1,654,719
+48,496
+3% +$352K 0.24% 66
2023
Q2
$12.7M Sell
1,606,223
-88,018
-5% -$694K 0.26% 66
2023
Q1
$8.06M Sell
1,694,241
-346,908
-17% -$1.65M 0.19% 89
2022
Q4
$8.31M Buy
2,041,149
+1,026,253
+101% +$4.18M 0.23% 78
2022
Q3
$4.47M Buy
1,014,896
+978,820
+2,713% +$4.31M 0.12% 122
2022
Q2
$135K Buy
+36,076
New +$135K ﹤0.01% 757