Fortis Group 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
$1.64K Sell
22
-1
-4% -$74 ﹤0.01% 454
2025
Q1
$1.44K Hold
23
﹤0.01% 426
2024
Q4
$1.31K Hold
23
﹤0.01% 440
2024
Q3
$1.53K Hold
23
﹤0.01% 424
2024
Q2
$1.25K Hold
23
﹤0.01% 436
2024
Q1
$1.5K Sell
23
-23
-50% -$1.5K ﹤0.01% 444
2023
Q4
$2.99K Buy
46
+23
+100% +$1.5K ﹤0.01% 381
2023
Q3
$1.33K Buy
+23
New +$1.33K ﹤0.01% 382
2023
Q2
Sell
-15,865
Closed -$1.09M 137
2023
Q1
$1.09M Buy
+15,865
New +$1.09M 0.33% 41
2020
Q3
$1K Buy
+25
New +$1K ﹤0.01% 429