Raymond James & Associates’s Nu Holdings NU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$5.42M Sell
396,972
-65,722
-14% -$897K ﹤0.01% 1605
2024
Q2
$5.96M Buy
462,694
+76,880
+20% +$991K ﹤0.01% 1466
2024
Q1
$4.6M Buy
385,814
+14,085
+4% +$168K ﹤0.01% 1640
2023
Q4
$3.1M Buy
371,729
+343,899
+1,236% +$2.86M ﹤0.01% 1822
2023
Q3
$202K Sell
27,830
-55
-0.2% -$399 ﹤0.01% 3427
2023
Q2
$220K Sell
27,885
-39,122
-58% -$309K ﹤0.01% 3395
2023
Q1
$319K Buy
67,007
+11,903
+22% +$56.7K ﹤0.01% 3172
2022
Q4
$224K Buy
55,104
+1,554
+3% +$6.33K ﹤0.01% 3359
2022
Q3
$236K Sell
53,550
-1,250
-2% -$5.51K ﹤0.01% 3318
2022
Q2
$205K Sell
54,800
-11,326
-17% -$42.4K ﹤0.01% 3472
2022
Q1
$510K Buy
66,126
+6,422
+11% +$49.5K ﹤0.01% 3049
2021
Q4
$560K Buy
+59,704
New +$560K ﹤0.01% 2992