OFS
OneAscent Financial Services’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,294
| Closed | -$169K | – | 510 |
|
|
2024
Q4 | $169K | Buy |
16,294
+2,043
| +14% | +$21.2K | 0.01% | 461 |
|
|
2024
Q3 | $195K | Sell |
14,251
-10,047
| -41% | -$137K | 0.14% | 176 |
|
|
2024
Q2 | $313K | Buy |
24,298
+56
| +0.2% | +$721 | 0.04% | 189 |
|
|
2024
Q1 | $289K | Sell |
24,242
-152
| -0.6% | -$1.81K | 0.03% | 296 |
|
|
2023
Q4 | $203K | Sell |
24,394
-12,444
| -34% | -$104K | 0.03% | 350 |
|
|
2023
Q3 | $267K | Buy |
+36,838
| New | +$267K | 0.07% | 199 |
|