Stifel Financial’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 | $9.6M | Buy |
699,943
+5,287
| +0.8% | +$72.5K | 0.01% | 902 |
|
2025
Q1 | $7.11M | Sell |
694,656
-132,339
| -16% | -$1.36M | 0.01% | 1009 |
|
2024
Q4 | $8.57M | Sell |
826,995
-350,485
| -30% | -$3.63M | 0.01% | 924 |
|
2024
Q3 | $16.1M | Buy |
1,177,480
+92,475
| +9% | +$1.26M | 0.02% | 678 |
|
2024
Q2 | $14M | Sell |
1,085,005
-8,986
| -0.8% | -$116K | 0.02% | 683 |
|
2024
Q1 | $13.1M | Buy |
+1,093,991
| New | +$13.1M | 0.01% | 709 |
|
2022
Q3 | – | Sell |
-12,961
| Closed | -$49K | – | 3354 |
|
2022
Q2 | $49K | Buy |
+12,961
| New | +$49K | ﹤0.01% | 3232 |
|
2022
Q1 | – | Sell |
-189,181
| Closed | -$1.77M | – | 3456 |
|
2021
Q4 | $1.77M | Buy |
+189,181
| New | +$1.77M | ﹤0.01% | 1708 |
|