JT Stratford LLC’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 | $2.48M | Sell |
181,005
-20,329
| -10% | -$279K | 0.38% | 54 |
|
|
2025
Q1 | $2.06M | Buy |
201,334
+23,788
| +13% | +$244K | 0.36% | 55 |
|
|
2024
Q4 | $1.84M | Buy |
177,546
+2,085
| +1% | +$21.6K | 0.3% | 78 |
|
|
2024
Q3 | $2.4M | Buy |
175,461
+3,455
| +2% | +$47.2K | 0.41% | 51 |
|
|
2024
Q2 | $2.22M | Buy |
172,006
+7,631
| +5% | +$98.4K | 0.41% | 51 |
|
|
2024
Q1 | $1.96M | Buy |
164,375
+88,075
| +115% | +$1.05M | 0.39% | 63 |
|
|
2023
Q4 | $636K | Buy |
76,300
+172
| +0.2% | +$1.43K | 0.15% | 162 |
|
|
2023
Q3 | $552K | Sell |
76,128
-5,390
| -7% | -$39.1K | 0.14% | 156 |
|
|
2023
Q2 | $643K | Sell |
81,518
-43,069
| -35% | -$340K | 0.17% | 134 |
|
|
2023
Q1 | $593K | Buy |
+124,587
| New | +$593K | 0.17% | 130 |
|
|
2022
Q4 | – | Sell |
-14,748
| Closed | -$65K | – | 217 |
|
|
2022
Q3 | $65K | Buy |
+14,748
| New | +$65K | 0.02% | 191 |
|