Janney Montgomery Scott’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
$1.71M Buy
124,801
+47,910
+62% +$657K ﹤0.01% 1289
2025
Q1
$787K Buy
76,891
+63,241
+463% +$647K ﹤0.01% 1694
2024
Q4
$141K Buy
+13,650
New +$141K ﹤0.01% 2599
2024
Q1
Sell
-10,000
Closed -$83K 2795
2023
Q4
$83K Buy
+10,000
New +$83K ﹤0.01% 2567
2023
Q1
Sell
-15,800
Closed -$64K 2656
2022
Q4
$64K Buy
+15,800
New +$64K ﹤0.01% 2501