CAPTRUST Financial Advisors’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
26,172
-10
| -0% | -$142 | ﹤0.01% | 1921 |
|
|
2025
Q1 | $312K | Buy |
+26,182
| New | +$312K | ﹤0.01% | 1916 |
|
|
2024
Q4 | – | Sell |
-19,662
| Closed | -$184K | – | 2368 |
|
|
2024
Q3 | $184K | Buy |
19,662
+3,854
| +24% | +$36.1K | ﹤0.01% | 2146 |
|
|
2024
Q2 | $127K | Buy |
+15,808
| New | +$127K | ﹤0.01% | 2095 |
|
|
2024
Q1 | – | Sell |
-27,257
| Closed | -$153K | – | 2481 |
|
|
2023
Q4 | $153K | Buy |
27,257
+542
| +2% | +$3.05K | ﹤0.01% | 2459 |
|
|
2023
Q3 | $156K | Buy |
26,715
+13,721
| +106% | +$80K | ﹤0.01% | 2356 |
|
|
2023
Q2 | $79.5K | Sell |
12,994
-2,016
| -13% | -$12.3K | ﹤0.01% | 2404 |
|
|
2023
Q1 | $99.1K | Buy |
+15,010
| New | +$99.1K | ﹤0.01% | 2161 |
|
|
2022
Q3 | – | Sell |
-3,310
| Closed | -$19K | – | 3363 |
|
|
2022
Q2 | $19K | Buy |
3,310
+550
| +20% | +$3.16K | ﹤0.01% | 3409 |
|
|
2022
Q1 | $17K | Buy |
2,760
+1,917
| +227% | +$11.8K | ﹤0.01% | 3493 |
|
|
2021
Q4 | $6K | Buy |
843
+259
| +44% | +$1.84K | ﹤0.01% | 3996 |
|
|
2021
Q3 | $4K | Hold |
584
| – | – | ﹤0.01% | 4046 |
|
|
2021
Q2 | $4K | Buy |
584
+33
| +6% | +$226 | ﹤0.01% | 3953 |
|
|
2021
Q1 | $3K | Buy |
+551
| New | +$3K | ﹤0.01% | 3928 |
|