Raymond James Financial Services Advisors’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 | $1.21M | Sell |
88,593
-71,531
| -45% | -$976K | ﹤0.01% | 2034 |
|
|
2024
Q2 | $2.06M | Buy |
160,124
+30,185
| +23% | +$389K | ﹤0.01% | 1646 |
|
|
2024
Q1 | $1.55M | Buy |
129,939
+115,389
| +793% | +$1.38M | ﹤0.01% | 1781 |
|
|
2023
Q4 | $121K | Buy |
14,550
+1,330
| +10% | +$11.1K | ﹤0.01% | 3095 |
|
|
2023
Q3 | $95.8K | Buy |
13,220
+981
| +8% | +$7.11K | ﹤0.01% | 3068 |
|
|
2023
Q2 | $96.6K | Sell |
12,239
-443
| -3% | -$3.5K | ﹤0.01% | 3061 |
|
|
2023
Q1 | $60.4K | Sell |
12,682
-5,656
| -31% | -$26.9K | ﹤0.01% | 3104 |
|
|
2022
Q4 | $74.6K | Sell |
18,338
-11,347
| -38% | -$46.2K | ﹤0.01% | 3038 |
|
|
2022
Q3 | $131K | Buy |
+29,685
| New | +$131K | ﹤0.01% | 2945 |
|
|
2022
Q2 | – | Sell |
-17,700
| Closed | -$137K | – | 3278 |
|
|
2022
Q1 | $137K | Sell |
17,700
-20,535
| -54% | -$159K | ﹤0.01% | 3040 |
|
|
2021
Q4 | $359K | Buy |
+38,235
| New | +$359K | ﹤0.01% | 2586 |
|