Jones Financial Companies’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 | $673K | Buy |
50,802
+16,879
| +50% | +$224K | ﹤0.01% | 1165 |
|
|
2025
Q1 | $351K | Buy |
33,923
+16,818
| +98% | +$174K | ﹤0.01% | 1269 |
|
|
2024
Q4 | $177K | Buy |
17,105
+15,754
| +1,166% | +$163K | ﹤0.01% | 1409 |
|
|
2024
Q3 | $18.7K | Buy |
1,351
+1,140
| +540% | +$15.8K | ﹤0.01% | 1974 |
|
|
2024
Q2 | $2.72K | Buy |
+211
| New | +$2.72K | ﹤0.01% | 2091 |
|