LRI Investments’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 | $379K | Buy |
27,619
+14,164
| +105% | +$194K | 0.03% | 203 |
|
|
2025
Q1 | $138K | Sell |
13,455
-2,745
| -17% | -$28.1K | 0.01% | 340 |
|
|
2024
Q4 | $168K | Sell |
16,200
-8,783
| -35% | -$91K | 0.02% | 307 |
|
|
2024
Q3 | $379K | Buy |
24,983
+743
| +3% | +$11.3K | 0.04% | 186 |
|
|
2024
Q2 | $312K | Buy |
24,240
+16,591
| +217% | +$214K | 0.04% | 177 |
|
|
2024
Q1 | $91.3K | Buy |
+7,649
| New | +$91.3K | 0.02% | 213 |
|