Kingswood Wealth Advisors’s Nucor NUE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $338K | Buy |
2,606
+109
| +4% | +$14.1K | 0.03% | 534 |
|
2025
Q1 | $300K | Sell |
2,497
-830
| -25% | -$99.7K | 0.03% | 545 |
|
2024
Q4 | $388K | Sell |
3,327
-1,039
| -24% | -$121K | 0.03% | 522 |
|
2024
Q3 | $656K | Buy |
4,366
+2,002
| +85% | +$301K | 0.05% | 387 |
|
2024
Q2 | $374K | Buy |
2,364
+49
| +2% | +$7.75K | 0.03% | 466 |
|
2024
Q1 | $458K | Sell |
2,315
-781
| -25% | -$155K | 0.05% | 372 |
|
2023
Q4 | $539K | Buy |
+3,096
| New | +$539K | 0.06% | 331 |
|