Toth Financial 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 | $20.9K | Hold |
1,520
| – | – | ﹤0.01% | 424 |
|
|
2025
Q1 | $15.6K | Hold |
1,520
| – | – | ﹤0.01% | 417 |
|
|
2024
Q4 | $15.7K | Sell |
1,520
-2,500
| -62% | -$25.9K | ﹤0.01% | 419 |
|
|
2024
Q3 | $54.9K | Buy |
+4,020
| New | +$54.9K | 0.01% | 285 |
|
|
2023
Q2 | – | Sell |
-6,000
| Closed | -$28.6K | – | 852 |
|
|
2023
Q1 | $28.6K | Buy |
6,000
+2,000
| +50% | +$9.52K | ﹤0.01% | 342 |
|
|
2022
Q4 | $16.3K | Buy |
+4,000
| New | +$16.3K | ﹤0.01% | 397 |
|