Carr Financial Group’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 | $409K | Sell |
5,493
-161
| -3% | -$12K | 0.12% | 112 |
|
|
2025
Q1 | $360K | Buy |
5,654
+81
| +1% | +$5.16K | 0.12% | 119 |
|
|
2024
Q4 | $322K | Sell |
5,573
-93
| -2% | -$5.37K | 0.1% | 141 |
|
|
2024
Q3 | $377K | Buy |
5,666
+214
| +4% | +$14.3K | 0.11% | 128 |
|
|
2024
Q2 | $296K | Buy |
5,452
+167
| +3% | +$9.07K | 0.09% | 153 |
|
|
2024
Q1 | $345K | Sell |
5,285
-398
| -7% | -$26K | 0.11% | 135 |
|
|
2023
Q4 | $369K | Hold |
5,683
| – | – | 0.14% | 114 |
|
|
2023
Q3 | $337K | Sell |
5,683
-63
| -1% | -$3.74K | 0.13% | 112 |
|
|
2023
Q2 | $370K | Hold |
5,746
| – | – | 0.15% | 115 |
|
|
2023
Q1 | $373K | Hold |
5,746
| – | – | 0.16% | 107 |
|
|
2022
Q4 | $337K | Buy |
+5,746
| New | +$337K | 0.18% | 112 |
|