Salem Investment Counselors’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 | $31.3M | Buy |
2,282,236
+1,023
| +0% | +$14K | 0.99% | 20 |
|
|
2025
Q1 | $23.4M | Buy |
2,281,213
+115,100
| +5% | +$1.18M | 0.81% | 26 |
|
|
2024
Q4 | $22.4M | Sell |
2,166,113
-166,644
| -7% | -$1.73M | 0.74% | 27 |
|
|
2024
Q3 | $31.8M | Buy |
2,332,757
+1,831
| +0.1% | +$25K | 0.96% | 18 |
|
|
2024
Q2 | $30M | Buy |
2,330,926
+26,996
| +1% | +$348K | 0.97% | 19 |
|
|
2024
Q1 | $27.5M | Buy |
2,303,930
+151,180
| +7% | +$1.8M | 0.9% | 23 |
|
|
2023
Q4 | $17.9M | Buy |
2,152,750
+248,495
| +13% | +$2.07M | 0.61% | 28 |
|
|
2023
Q3 | $13.8M | Buy |
1,904,255
+383,105
| +25% | +$2.78M | 0.53% | 33 |
|
|
2023
Q2 | $12M | Buy |
1,521,150
+253,400
| +20% | +$2M | 0.44% | 41 |
|
|
2023
Q1 | $6.03M | Sell |
1,267,750
-33,140
| -3% | -$158K | 0.24% | 74 |
|
|
2022
Q4 | $5.29M | Buy |
1,300,890
+194,780
| +18% | +$793K | 0.23% | 73 |
|
|
2022
Q3 | $4.87M | Buy |
1,106,110
+697,995
| +171% | +$3.07M | 0.22% | 74 |
|
|
2022
Q2 | $1.53M | Buy |
+408,115
| New | +$1.53M | 0.07% | 147 |
|