Clearstead Advisors’s National Grid NGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$57.7K Sell
2025
Q1
$51.8K Sell
2024
Q4
$73K Buy
2024
Q3
$83.8K Sell
2024
Q2
$71.2K Buy
2024
Q1
$24.3K Hold
2023
Q4
$23.3K Sell
2023
Q3
$41.6K Buy
2023
Q2
$31.1K Buy
2023
Q1
$23.3K Hold
2022
Q4
$20.7K Sell
2022
Q3
$18K Hold
2022
Q2
$22K Sell
2022
Q1
$52K Buy
2021
Q4
$25K Sell
2021
Q3
$20K Hold
2021
Q2
$22K Hold
2021
Q1
$20K Hold
2020
Q4
$20K Buy