Summit Securities Group’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	$259K	Buy	+18,860	New	+$259K	0.05%	119
2024 Q3	–	Hold	0	–	–	–	649
2024 Q2	–	Hold	0	–	–	–	583
2023 Q1	–	Sell	-20,110	Closed	-$82K	–	935
2022 Q4	$82K	Buy	+20,110	New	+$82K	﹤0.01%	432