IFP Advisors’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 | $612K | Sell |
43,956
-10,375
| -19% | -$145K | 0.02% | 755 |
|
|
2025
Q1 | $556K | Sell |
54,331
-9,358
| -15% | -$95.8K | 0.02% | 735 |
|
|
2024
Q4 | $660K | Buy |
63,689
+20,385
| +47% | +$211K | 0.02% | 643 |
|
|
2024
Q3 | $591K | Buy |
43,304
+3,631
| +9% | +$49.6K | 0.02% | 631 |
|
|
2024
Q2 | $511K | Buy |
39,673
+10,235
| +35% | +$132K | 0.02% | 649 |
|
|
2024
Q1 | $351K | Buy |
29,438
+16,843
| +134% | +$201K | 0.02% | 732 |
|
|
2023
Q4 | $105K | Buy |
12,595
+9,353
| +288% | +$77.9K | 0.01% | 1220 |
|
|
2023
Q3 | $23.5K | Buy |
3,242
+1,798
| +125% | +$13K | ﹤0.01% | 1858 |
|
|
2023
Q2 | $11.4K | Hold |
1,444
| – | – | ﹤0.01% | 2251 |
|
|
2023
Q1 | $14.9K | Sell |
1,444
-249
| -15% | -$2.57K | ﹤0.01% | 2137 |
|
|
2022
Q4 | $19K | Sell |
1,693
-189
| -10% | -$2.12K | ﹤0.01% | 2931 |
|
|
2022
Q3 | $21K | Buy |
1,882
+916
| +95% | +$10.2K | ﹤0.01% | 3042 |
|
|
2022
Q2 | $13K | Hold |
966
| – | – | ﹤0.01% | 3207 |
|
|
2022
Q1 | $13K | Buy |
966
+713
| +282% | +$9.6K | ﹤0.01% | 3207 |
|
|
2021
Q4 | $5K | Buy |
+253
| New | +$5K | ﹤0.01% | 2453 |
|