Allworth Financial’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16K | Buy |
120
+15
| +14% | +$770 | ﹤0.01% | 3143 |
|
|
2025
Q1 | $6.14K | Buy |
105
+55
| +110% | +$3.22K | ﹤0.01% | 2648 |
|
|
2024
Q4 | $2.67K | Buy |
50
+13
| +35% | +$694 | ﹤0.01% | 3042 |
|
|
2024
Q3 | $2.12K | Sell |
37
-9
| -20% | -$515 | ﹤0.01% | 2942 |
|
|
2024
Q2 | $2.42K | Buy |
46
+13
| +39% | +$683 | ﹤0.01% | 2841 |
|
|
2024
Q1 | $1.68K | Buy |
33
+3
| +10% | +$153 | ﹤0.01% | 2876 |
|
|
2023
Q4 | $1.53K | Sell |
30
-266
| -90% | -$13.5K | ﹤0.01% | 2793 |
|
|
2023
Q3 | $14.2K | Buy |
296
+233
| +370% | +$11.2K | ﹤0.01% | 1718 |
|
|
2023
Q2 | $3.58K | Hold |
63
| – | – | ﹤0.01% | 2244 |
|
|
2023
Q1 | $3.65K | Sell |
63
-23
| -27% | -$1.33K | ﹤0.01% | 2161 |
|
|
2022
Q4 | $5.1K | Buy |
86
+81
| +1,620% | +$4.81K | ﹤0.01% | 1888 |
|
|
2022
Q3 | $0 | Sell |
5
-5
| -50% | – | ﹤0.01% | 2957 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 2209 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1978 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1844 |
|