Avantax Advisory Services’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
14,383
-501
| -3% | -$37.3K | 0.01% | 1127 |
|
|
2025
Q1 | $949K | Sell |
14,884
-88,703
| -86% | -$5.65M | 0.01% | 1119 |
|
|
2024
Q4 | $5.98M | Sell |
103,587
-897
| -0.9% | -$51.8K | 0.04% | 346 |
|
|
2024
Q3 | $6.96M | Buy |
104,484
+11,329
| +12% | +$754K | 0.05% | 315 |
|
|
2024
Q2 | $5.06M | Buy |
93,155
+5,463
| +6% | +$297K | 0.04% | 367 |
|
|
2024
Q1 | $5.72M | Buy |
87,692
+109
| +0.1% | +$7.11K | 0.05% | 285 |
|
|
2023
Q4 | $5.69M | Sell |
87,583
-1,810
| -2% | -$118K | 0.06% | 254 |
|
|
2023
Q3 | $5.18M | Buy |
89,393
+5,808
| +7% | +$337K | 0.06% | 249 |
|
|
2023
Q2 | $5.38M | Sell |
83,585
-1,670
| -2% | -$107K | 0.06% | 240 |
|
|
2023
Q1 | $5.54M | Buy |
85,255
+5,174
| +6% | +$336K | 0.07% | 227 |
|
|
2022
Q4 | $4.62M | Buy |
80,081
+3,707
| +5% | +$214K | 0.06% | 242 |
|
|
2022
Q3 | $3.7M | Buy |
76,374
+8,525
| +13% | +$413K | 0.06% | 253 |
|
|
2022
Q2 | $4.13M | Buy |
67,849
+6,094
| +10% | +$371K | 0.06% | 234 |
|
|
2022
Q1 | $4.33M | Buy |
61,755
+6,725
| +12% | +$472K | 0.06% | 232 |
|
|
2021
Q4 | $3.63M | Buy |
55,030
+5,098
| +10% | +$336K | 0.05% | 250 |
|
|
2021
Q3 | $2.68M | Buy |
49,932
+11,016
| +28% | +$590K | 0.04% | 288 |
|
|
2021
Q2 | $2.23M | Buy |
38,916
+11,349
| +41% | +$650K | 0.04% | 308 |
|
|
2021
Q1 | $1.47M | Buy |
27,567
+4,849
| +21% | +$258K | 0.03% | 359 |
|
|
2020
Q4 | $1.21M | Sell |
22,718
-11,171
| -33% | -$593K | 0.03% | 361 |
|
|
2020
Q3 | $1.76M | Buy |
33,889
+17,801
| +111% | +$923K | 0.03% | 389 |
|
|
2020
Q2 | $877K | Buy |
16,088
+2,846
| +21% | +$155K | 0.03% | 370 |
|
|
2020
Q1 | $692K | Buy |
+13,242
| New | +$692K | 0.02% | 366 |
|