Financial Perspectives’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 | $2.45K | Sell |
33
-1
| -3% | -$74 | ﹤0.01% | 621 |
|
|
2025
Q1 | $2.16K | Buy |
34
+1
| +3% | +$64 | ﹤0.01% | 620 |
|
|
2024
Q4 | $1.93K | Hold |
33
| – | – | ﹤0.01% | 627 |
|
|
2024
Q3 | $2.26K | Buy |
33
+3
| +10% | +$205 | ﹤0.01% | 579 |
|
|
2024
Q2 | $1.67K | Hold |
30
| – | – | ﹤0.01% | 589 |
|
|
2024
Q1 | $2K | Sell |
30
-266
| -90% | -$17.8K | ﹤0.01% | 569 |
|
|
2023
Q4 | $19.2K | Hold |
296
| – | – | 0.01% | 384 |
|
|
2023
Q3 | $17.1K | Sell |
296
-809
| -73% | -$46.8K | 0.01% | 380 |
|
|
2023
Q2 | $71.1K | Hold |
1,105
| – | – | 0.03% | 232 |
|
|
2023
Q1 | $71.8K | Buy |
1,105
+19
| +2% | +$1.23K | 0.03% | 227 |
|
|
2022
Q4 | $62.6K | Sell |
1,086
-18
| -2% | -$1.04K | 0.03% | 227 |
|
|
2022
Q3 | $53.5K | Buy |
1,104
+32
| +3% | +$1.55K | 0.03% | 227 |
|
|
2022
Q2 | $65.2K | Sell |
1,072
-33
| -3% | -$2.01K | 0.04% | 212 |
|
|
2022
Q1 | $77.5K | Hold |
1,105
| – | – | 0.04% | 212 |
|
|
2021
Q4 | $72.9K | Sell |
1,105
-19
| -2% | -$1.25K | 0.03% | 204 |
|
|
2021
Q3 | $60.1K | Hold |
1,124
| – | – | 0.03% | 221 |
|
|
2021
Q2 | $64.5K | Sell |
1,124
-65,443
| -98% | -$3.75M | 0.03% | 231 |
|
|
2021
Q1 | $1.01M | Buy |
66,567
+65,443
| +5,822% | +$991K | 0.05% | 207 |
|
|
2020
Q4 | $59.5K | Hold |
1,124
| – | – | 0.03% | 208 |
|
|
2020
Q3 | $58.3K | Hold |
1,124
| – | – | 0.04% | 188 |
|
|
2020
Q2 | $61.2K | Hold |
1,124
| – | – | 0.04% | 173 |
|
|
2020
Q1 | $58.7K | Hold |
1,124
| – | – | 0.05% | 154 |
|
|
2019
Q4 | $63.2K | Buy |
+1,124
| New | +$63.2K | 0.04% | 158 |
|