IFP Advisors’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $709K | Sell |
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|
2025
Q2 | $612K | Sell |
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|
2025
Q1 | $556K | Sell |
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|
2024
Q4 | $660K | Buy |
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|
2024
Q3 | $591K | Buy |
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|
2024
Q2 | $511K | Buy |
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|
2024
Q1 | $351K | Buy |
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|
2023
Q4 | $105K | Buy |
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|
2023
Q3 | $23.5K | Buy |
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|
2023
Q2 | $11.4K | Hold |
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|
2023
Q1 | $14.9K | Sell |
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|
2022
Q4 | $19K | Sell |
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|
2022
Q3 | $21K | Buy |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q4 | $5K | Buy |
|