LPL Financial’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 | $10.8M | Sell |
789,238
-27,455
| -3% | -$377K | ﹤0.01% | 1653 |
|
|
2025
Q1 | $8.36M | Buy |
816,693
+107,406
| +15% | +$1.1M | ﹤0.01% | 1731 |
|
|
2024
Q4 | $7.35M | Buy |
709,287
+244,879
| +53% | +$2.54M | ﹤0.01% | 1767 |
|
|
2024
Q3 | $6.34M | Buy |
464,408
+96,061
| +26% | +$1.31M | ﹤0.01% | 1787 |
|
|
2024
Q2 | $4.75M | Buy |
368,347
+89,590
| +32% | +$1.15M | ﹤0.01% | 1890 |
|
|
2024
Q1 | $3.33M | Buy |
278,757
+184,581
| +196% | +$2.2M | ﹤0.01% | 2087 |
|
|
2023
Q4 | $784K | Buy |
94,176
+56,095
| +147% | +$467K | ﹤0.01% | 3240 |
|
|
2023
Q3 | $276K | Buy |
38,081
+17,586
| +86% | +$127K | ﹤0.01% | 3945 |
|
|
2023
Q2 | $162K | Buy |
20,495
+5,384
| +36% | +$42.5K | ﹤0.01% | 4165 |
|
|
2023
Q1 | $71.9K | Buy |
+15,111
| New | +$71.9K | ﹤0.01% | 4230 |
|