Kestra Advisory Services’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 | $772K | Buy |
56,280
+1,539
| +3% | +$21.1K | ﹤0.01% | 1652 |
|
|
2025
Q1 | $561K | Buy |
54,741
+11,451
| +26% | +$117K | ﹤0.01% | 1749 |
|
|
2024
Q4 | $448K | Buy |
43,290
+7,294
| +20% | +$75.6K | ﹤0.01% | 1937 |
|
|
2024
Q3 | $491K | Sell |
35,996
-4,138
| -10% | -$56.5K | ﹤0.01% | 1772 |
|
|
2024
Q2 | $517K | Buy |
40,134
+4,875
| +14% | +$62.8K | ﹤0.01% | 1751 |
|
|
2024
Q1 | $421K | Buy |
35,259
+19,450
| +123% | +$232K | ﹤0.01% | 1775 |
|
|
2023
Q4 | $132K | Sell |
15,809
-130
| -0.8% | -$1.08K | ﹤0.01% | 2171 |
|
|
2023
Q3 | $116K | Buy |
15,939
+1,055
| +7% | +$7.65K | ﹤0.01% | 2006 |
|
|
2023
Q2 | $117K | Sell |
14,884
-1,377
| -8% | -$10.9K | ﹤0.01% | 1986 |
|
|
2023
Q1 | $77.4K | Buy |
16,261
+1,844
| +13% | +$8.78K | ﹤0.01% | 1974 |
|
|
2022
Q4 | $58.7K | Buy |
+14,417
| New | +$58.7K | ﹤0.01% | 2172 |
|