Allworth Financial’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.5K | Buy |
955
+113
| +13% | +$1.6K | ﹤0.01% | 2744 |
|
2025
Q1 | $10.7K | Sell |
842
-51
| -6% | -$649 | ﹤0.01% | 2392 |
|
2024
Q4 | $9.26K | Buy |
893
+341
| +62% | +$3.54K | ﹤0.01% | 2465 |
|
2024
Q3 | $5.17K | Buy |
552
+312
| +130% | +$2.92K | ﹤0.01% | 2552 |
|
2024
Q2 | $2.1K | Buy |
240
+58
| +32% | +$508 | ﹤0.01% | 2900 |
|
2024
Q1 | $1.24K | Hold |
182
| – | – | ﹤0.01% | 3008 |
|
2023
Q4 | $1.03K | Sell |
182
-36
| -17% | -$203 | ﹤0.01% | 2941 |
|
2023
Q3 | $1.27K | Sell |
218
-573
| -72% | -$3.34K | ﹤0.01% | 2744 |
|
2023
Q2 | $4.84K | Sell |
791
-596
| -43% | -$3.65K | ﹤0.01% | 2111 |
|
2023
Q1 | $9.16K | Buy |
1,387
+1,386
| +138,600% | +$9.15K | ﹤0.01% | 1821 |
|
2022
Q4 | $6 | Sell |
1
-1,141
| -100% | -$6.85K | ﹤0.01% | 2966 |
|
2022
Q3 | $6K | Buy |
1,142
+138
| +14% | +$725 | ﹤0.01% | 1829 |
|
2022
Q2 | $6K | Buy |
+1,004
| New | +$6K | ﹤0.01% | 1716 |
|