Kestra Advisory Services’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $838K | Sell |
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|
2025
Q2 | $772K | Buy |
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|
2025
Q1 | $561K | Buy |
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|
2024
Q4 | $448K | Buy |
|
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|
2024
Q3 | $491K | Sell |
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|
2024
Q2 | $517K | Buy |
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|
2024
Q1 | $421K | Buy |
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|
2023
Q4 | $132K | Sell |
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|
2023
Q3 | $116K | Buy |
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|
2023
Q2 | $117K | Sell |
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|
2023
Q1 | $77.4K | Buy |
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|
2022
Q4 | $58.7K | Buy |
|