Baird Financial Group’s NACCO Industries NC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Hold |
6,506
| – | – | ﹤0.01% | 1601 |
|
|
2025
Q1 | $219K | Buy |
+6,506
| New | +$219K | ﹤0.01% | 1668 |
|
|
2024
Q1 | – | Sell |
-6,506
| Closed | -$237K | – | 1785 |
|
|
2023
Q4 | $237K | Hold |
6,506
| – | – | ﹤0.01% | 1586 |
|
|
2023
Q3 | $228K | Sell |
6,506
-1,000
| -13% | -$35.1K | ﹤0.01% | 1588 |
|
|
2023
Q2 | $260K | Sell |
7,506
-10
| -0.1% | -$347 | ﹤0.01% | 1549 |
|
|
2023
Q1 | $271K | Buy |
7,516
+1,000
| +15% | +$36.1K | ﹤0.01% | 1523 |
|
|
2022
Q4 | $247K | Buy |
6,516
+10
| +0.2% | +$379 | ﹤0.01% | 1527 |
|
|
2022
Q3 | $306K | Hold |
6,506
| – | – | ﹤0.01% | 1460 |
|
|
2022
Q2 | $247K | Hold |
6,506
| – | – | ﹤0.01% | 1622 |
|
|
2022
Q1 | $255K | Hold |
6,506
| – | – | ﹤0.01% | 1685 |
|
|
2021
Q4 | $236K | Buy |
+6,506
| New | +$236K | ﹤0.01% | 1768 |
|
|
2020
Q1 | – | Sell |
-6,506
| Closed | -$305K | – | 1509 |
|
|
2019
Q4 | $305K | Hold |
6,506
| – | – | ﹤0.01% | 1321 |
|
|
2019
Q3 | $416K | Hold |
6,506
| – | – | ﹤0.01% | 1222 |
|
|
2019
Q2 | $338K | Buy |
+6,506
| New | +$338K | ﹤0.01% | 1310 |
|