Financial Advocates Investment Management’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 | – | Sell |
-5,202
| Closed | -$332K | – | 701 |
|
|
2025
Q1 | $332K | Buy |
5,202
+548
| +12% | +$34.9K | 0.02% | 532 |
|
|
2024
Q4 | $269K | Sell |
4,654
-664
| -12% | -$38.3K | 0.02% | 627 |
|
|
2024
Q3 | $354K | Buy |
5,318
+84
| +2% | +$5.59K | 0.02% | 554 |
|
|
2024
Q2 | $284K | Sell |
5,234
-331
| -6% | -$18K | 0.02% | 585 |
|
|
2024
Q1 | $363K | Buy |
5,565
+472
| +9% | +$30.8K | 0.02% | 528 |
|
|
2023
Q4 | $331K | Buy |
5,093
+1,136
| +29% | +$73.8K | 0.02% | 523 |
|
|
2023
Q3 | $229K | Sell |
3,957
-302
| -7% | -$17.5K | 0.02% | 607 |
|
|
2023
Q2 | $274K | Buy |
4,259
+1,134
| +36% | +$73K | 0.02% | 545 |
|
|
2023
Q1 | $203K | Buy |
+3,125
| New | +$203K | 0.01% | 677 |
|