OneDigital Investment 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 | $1M | Buy |
73,058
+1,281
| +2% | +$17.6K | 0.01% | 636 |
|
|
2025
Q1 | $735K | Sell |
71,777
-1,549
| -2% | -$15.9K | 0.01% | 719 |
|
|
2024
Q4 | $760K | Buy |
73,326
+46,849
| +177% | +$485K | 0.01% | 732 |
|
|
2024
Q3 | $361K | Buy |
26,477
+1,248
| +5% | +$17K | ﹤0.01% | 1068 |
|
|
2024
Q2 | $325K | Buy |
25,229
+12,805
| +103% | +$165K | ﹤0.01% | 1070 |
|
|
2024
Q1 | $148K | Buy |
12,424
+882
| +8% | +$10.5K | ﹤0.01% | 1048 |
|
|
2023
Q4 | $96.1K | Sell |
11,542
-43,616
| -79% | -$363K | ﹤0.01% | 1076 |
|
|
2023
Q3 | $400K | Buy |
55,158
+10,158
| +23% | +$73.6K | 0.01% | 714 |
|
|
2023
Q2 | $355K | Hold |
45,000
| – | – | 0.01% | 760 |
|
|
2023
Q1 | $214K | Buy |
45,000
+1,700
| +4% | +$8.09K | 0.01% | 893 |
|
|
2022
Q4 | $176K | Buy |
43,300
+33,300
| +333% | +$136K | 0.01% | 781 |
|
|
2022
Q3 | $44K | Buy |
+10,000
| New | +$44K | ﹤0.01% | 743 |
|