Lakeshore Financial Planning’s Nu Holdings NU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,500	Closed	-$109K	–	81
2024 Q4	$109K	Buy	+10,500	New	+$109K	0.05%	78