Creative Planning’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
220,942
+26,715
| +14% | +$378K | ﹤0.01% | 1002 |
|
|
2025
Q1 | $2.32M | Buy |
194,227
+28,484
| +17% | +$340K | ﹤0.01% | 1087 |
|
|
2024
Q4 | $1.69M | Buy |
165,743
+21,467
| +15% | +$218K | ﹤0.01% | 1244 |
|
|
2024
Q3 | $1.35M | Buy |
144,276
+25,075
| +21% | +$235K | ﹤0.01% | 1302 |
|
|
2024
Q2 | $957K | Buy |
119,201
+30,151
| +34% | +$242K | ﹤0.01% | 1425 |
|
|
2024
Q1 | $606K | Buy |
89,050
+22,044
| +33% | +$150K | ﹤0.01% | 1699 |
|
|
2023
Q4 | $377K | Sell |
67,006
-77
| -0.1% | -$434 | ﹤0.01% | 1915 |
|
|
2023
Q3 | $391K | Buy |
67,083
+24,714
| +58% | +$144K | ﹤0.01% | 1730 |
|
|
2023
Q2 | $259K | Buy |
42,369
+1,559
| +4% | +$9.54K | ﹤0.01% | 2010 |
|
|
2023
Q1 | $269K | Buy |
40,810
+10,894
| +36% | +$71.9K | ﹤0.01% | 1885 |
|
|
2022
Q4 | $193K | Sell |
29,916
-30,558
| -51% | -$197K | ﹤0.01% | 2018 |
|
|
2022
Q3 | $302K | Buy |
60,474
+13,891
| +30% | +$69.4K | ﹤0.01% | 1631 |
|
|
2022
Q2 | $273K | Buy |
46,583
+32,424
| +229% | +$190K | ﹤0.01% | 1670 |
|
|
2022
Q1 | $87K | Sell |
14,159
-2,922
| -17% | -$18K | ﹤0.01% | 2003 |
|
|
2021
Q4 | $112K | Sell |
17,081
-9,818
| -36% | -$64.4K | ﹤0.01% | 1943 |
|
|
2021
Q3 | $176K | Buy |
26,899
+9,536
| +55% | +$62.4K | ﹤0.01% | 1876 |
|
|
2021
Q2 | $105K | Sell |
17,363
-10,079
| -37% | -$61K | ﹤0.01% | 1854 |
|
|
2021
Q1 | $159K | Buy |
27,442
+1,768
| +7% | +$10.2K | ﹤0.01% | 2106 |
|
|
2020
Q4 | $125K | Buy |
25,674
+64
| +0.2% | +$312 | ﹤0.01% | 1944 |
|
|
2020
Q3 | $74K | Sell |
25,610
-2,374
| -8% | -$6.86K | ﹤0.01% | 1825 |
|
|
2020
Q2 | $92K | Buy |
27,984
+339
| +1% | +$1.11K | ﹤0.01% | 1651 |
|
|
2020
Q1 | $81K | Buy |
27,645
+14,662
| +113% | +$43K | ﹤0.01% | 1545 |
|
|
2019
Q4 | $90K | Buy |
12,983
+86
| +0.7% | +$596 | ﹤0.01% | 1748 |
|
|
2019
Q3 | $71K | Buy |
12,897
+1,558
| +14% | +$8.58K | ﹤0.01% | 1741 |
|
|
2019
Q2 | $69K | Sell |
11,339
-211
| -2% | -$1.28K | ﹤0.01% | 1766 |
|
|
2019
Q1 | $81K | Buy |
11,550
+22
| +0.2% | +$154 | ﹤0.01% | 1710 |
|
|
2018
Q4 | $69K | Sell |
11,528
-356
| -3% | -$2.13K | ﹤0.01% | 1662 |
|
|
2018
Q3 | $84K | Buy |
11,884
+530
| +5% | +$3.75K | ﹤0.01% | 1791 |
|
|
2018
Q2 | $83K | Buy |
11,354
+140
| +1% | +$1.02K | ﹤0.01% | 1778 |
|
|
2018
Q1 | $89K | Sell |
11,214
-2,105
| -16% | -$16.7K | ﹤0.01% | 1747 |
|
|
2017
Q4 | $110K | Sell |
13,319
-334
| -2% | -$2.76K | ﹤0.01% | 1709 |
|
|
2017
Q3 | $107K | Buy |
13,653
+10,009
| +275% | +$78.4K | ﹤0.01% | 1694 |
|
|
2017
Q2 | $26K | Hold |
3,644
| – | – | ﹤0.01% | 2965 |
|
|
2017
Q1 | $24K | Sell |
3,644
-74,287
| -95% | -$489K | ﹤0.01% | 2978 |
|
|
2016
Q4 | $464K | Buy |
77,931
+19,106
| +32% | +$114K | ﹤0.01% | 953 |
|
|
2016
Q3 | $295K | Buy |
58,825
+37,375
| +174% | +$187K | ﹤0.01% | 1185 |
|
|
2016
Q2 | $109K | Buy |
21,450
+20,890
| +3,730% | +$106K | ﹤0.01% | 1622 |
|
|
2016
Q1 | $4K | Sell |
560
-125
| -18% | -$893 | ﹤0.01% | 3647 |
|
|
2015
Q4 | $7K | Sell |
685
-16,529
| -96% | -$169K | ﹤0.01% | 3462 |
|
|
2015
Q3 | $177K | Buy |
+17,214
| New | +$177K | ﹤0.01% | 1254 |
|
|
2015
Q2 | – | Sell |
-2,357
| Closed | -$26K | – | 2271 |
|
|
2015
Q1 | $26K | Buy |
2,357
+929
| +65% | +$10.2K | ﹤0.01% | 2493 |
|
|
2014
Q4 | $19K | Sell |
1,428
-22,425
| -94% | -$298K | ﹤0.01% | 2665 |
|
|
2014
Q3 | $306K | Buy |
23,853
+18,904
| +382% | +$243K | ﹤0.01% | 852 |
|
|
2014
Q2 | $60K | Buy |
4,949
+39
| +0.8% | +$473 | ﹤0.01% | 1741 |
|
|
2014
Q1 | $55K | Hold |
4,910
| – | – | ﹤0.01% | 1733 |
|
|
2013
Q4 | $60K | Hold |
4,910
| – | – | ﹤0.01% | 1481 |
|
|
2013
Q3 | $61K | Sell |
4,910
-525
| -10% | -$6.52K | ﹤0.01% | 1393 |
|
|
2013
Q2 | $49K | Buy |
+5,435
| New | +$49K | ﹤0.01% | 1393 |
|