Concurrent Investment Advisors’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
$452K Buy
6,075
+2,121
+54% +$158K 0.01% 883
2025
Q1
$252K Buy
+3,954
New +$252K 0.01% 1004