UCFA
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United Capital Financial Advisors’s Nu Holdings NU Stock Holding History

United Capital Financial Advisors’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$174K Sell
12,700
-370
-3% -$5.08K ﹤0.01% 1059
2025
Q1 		$134K Buy
13,070
+1,908
+17% +$19.5K ﹤0.01% 1027
2024
Q4 		$116K Sell
11,162
-37,896
-77% -$393K ﹤0.01% 1035
2024
Q3 		$670K Sell
49,058
-654
-1% -$8.93K 0.01% 652
2024
Q2 		$641K Buy
+49,712
New +$641K 0.01% 638