Steward Partners Investment Advisory’s Nu Holdings NU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.49M Buy
2025
Q2
$2.13M Buy
2025
Q1
$1.53M Buy
2024
Q4
$59K Sell
2024
Q3
$295K Sell
2024
Q2
$510K Buy
2024
Q1
$92.4K Sell
2023
Q4
$254K Buy
2023
Q3
$199K Buy
2023
Q2
$51.3K Sell
2023
Q1
$35.7K Sell
2022
Q4
$250K Buy
2022
Q3
$183K Buy
2022
Q2
$92K Buy
2022
Q1
$112K Buy