Farther Finance 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
$115K Sell
1,548
-1,071
-41% -$79.7K ﹤0.01% 1684
2025
Q1
$167K Buy
2,619
+986
+60% +$63K ﹤0.01% 1296
2024
Q4
$94.3K Buy
1,633
+1,075
+193% +$62.1K ﹤0.01% 1330
2024
Q3
$37.1K Sell
558
-57
-9% -$3.79K ﹤0.01% 1797
2024
Q2
$33.6K Buy
615
+108
+21% +$5.9K ﹤0.01% 1571
2024
Q1
$32.9K Buy
507
+97
+24% +$6.3K ﹤0.01% 1329
2023
Q4
$26.7K Buy
410
+163
+66% +$10.6K ﹤0.01% 1244
2023
Q3
$14.3K Buy
247
+63
+34% +$3.65K ﹤0.01% 1180
2023
Q2
$11.9K Buy
184
+16
+10% +$1.03K ﹤0.01% 1141
2023
Q1
$10.9K Buy
168
+1
+0.6% +$65 ﹤0.01% 1085
2022
Q4
$9.65K Buy
+167
New +$9.65K ﹤0.01% 953