Concourse Financial Group Securities’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-141
| Closed | -$7.52K | – | 5586 |
|
|
2024
Q4 | $7.52K | Hold |
141
| – | – | ﹤0.01% | 1783 |
|
|
2024
Q3 | $8.07K | Sell |
141
-147
| -51% | -$8.41K | ﹤0.01% | 1747 |
|
|
2024
Q2 | $14.4K | Buy |
288
+138
| +92% | +$6.91K | ﹤0.01% | 1598 |
|
|
2024
Q1 | $7.74K | Buy |
150
+8
| +6% | +$413 | ﹤0.01% | 1782 |
|
|
2023
Q4 | $7.23K | Hold |
142
| – | – | ﹤0.01% | 1763 |
|
|
2023
Q3 | $6.82K | Hold |
142
| – | – | ﹤0.01% | 1739 |
|
|
2023
Q2 | $8.06K | Buy |
142
+6
| +4% | +$341 | ﹤0.01% | 1714 |
|
|
2023
Q1 | $7.87K | Sell |
136
-7
| -5% | -$405 | ﹤0.01% | 1729 |
|
|
2022
Q4 | $8.49K | Hold |
143
| – | – | ﹤0.01% | 1713 |
|
|
2022
Q3 | $7K | Sell |
143
-2
| -1% | -$98 | ﹤0.01% | 1570 |
|
|
2022
Q2 | $9K | Sell |
145
-5
| -3% | -$310 | ﹤0.01% | 1691 |
|
|
2022
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 1716 |
|
|
2021
Q4 | $9K | Sell |
150
-4
| -3% | -$240 | ﹤0.01% | 1885 |
|
|
2021
Q3 | $9K | Buy |
154
+125
| +431% | +$7.31K | ﹤0.01% | 1913 |
|
|
2021
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 2201 |
|
|
2021
Q1 | $2K | Buy |
29
+3
| +12% | +$207 | ﹤0.01% | 2144 |
|
|
2020
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 2101 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4741 |
|
|
2020
Q2 | – | Sell |
-48
| Closed | -$3K | – | 4607 |
|
|
2020
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 1799 |
|
|
2019
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 1789 |
|
|
2019
Q3 | $4K | Sell |
48
-66
| -58% | -$5.5K | ﹤0.01% | 1382 |
|
|
2019
Q2 | $8K | Hold |
114
| – | – | ﹤0.01% | 1563 |
|
|
2019
Q1 | $8K | Buy |
114
+48
| +73% | +$3.37K | ﹤0.01% | 1593 |
|
|
2018
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 1833 |
|
|
2018
Q3 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 1464 |
|