Kovack Advisors’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 | – | Sell |
-10,750
| Closed | -$110K | – | 642 |
|
|
2025
Q1 | $110K | Hold |
10,750
| – | – | 0.01% | 563 |
|
|
2024
Q4 | $111K | Buy |
+10,750
| New | +$111K | 0.01% | 596 |
|
|
2023
Q4 | – | Sell |
-20,135
| Closed | -$146K | – | 598 |
|
|
2023
Q3 | $146K | Sell |
20,135
-2,075
| -9% | -$15K | 0.02% | 512 |
|
|
2023
Q2 | $175K | Buy |
+22,210
| New | +$175K | 0.02% | 528 |
|