Steward Partners Investment Advisory’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 | $2.13M | Buy |
155,465
+5,646
| +4% | +$77.5K | 0.02% | 700 |
|
|
2025
Q1 | $1.53M | Buy |
149,819
+144,127
| +2,532% | +$1.48M | 0.01% | 755 |
|
|
2024
Q4 | $59K | Sell |
5,692
-15,908
| -74% | -$165K | ﹤0.01% | 2254 |
|
|
2024
Q3 | $295K | Sell |
21,600
-18,001
| -45% | -$246K | ﹤0.01% | 1345 |
|
|
2024
Q2 | $510K | Buy |
39,601
+31,858
| +411% | +$411K | 0.01% | 1060 |
|
|
2024
Q1 | $92.4K | Sell |
7,743
-22,757
| -75% | -$271K | ﹤0.01% | 1812 |
|
|
2023
Q4 | $254K | Buy |
30,500
+3,000
| +11% | +$25K | ﹤0.01% | 1287 |
|
|
2023
Q3 | $199K | Buy |
27,500
+21,000
| +323% | +$152K | ﹤0.01% | 1286 |
|
|
2023
Q2 | $51.3K | Sell |
6,500
-1,000
| -13% | -$7.89K | ﹤0.01% | 1872 |
|
|
2023
Q1 | $35.7K | Sell |
7,500
-54,000
| -88% | -$257K | ﹤0.01% | 2003 |
|
|
2022
Q4 | $250K | Buy |
61,500
+20,000
| +48% | +$81.4K | ﹤0.01% | 1149 |
|
|
2022
Q3 | $183K | Buy |
41,500
+17,000
| +69% | +$75K | ﹤0.01% | 1238 |
|
|
2022
Q2 | $92K | Buy |
24,500
+10,000
| +69% | +$37.6K | ﹤0.01% | 1532 |
|
|
2022
Q1 | $112K | Buy |
+14,500
| New | +$112K | ﹤0.01% | 1563 |
|