IFP 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 | $40.2K | Sell |
540
-340
| -39% | -$25.3K | ﹤0.01% | 2162 |
|
|
2025
Q1 | $56.1K | Sell |
880
-193
| -18% | -$12.3K | ﹤0.01% | 1845 |
|
|
2024
Q4 | $62K | Buy |
1,073
+164
| +18% | +$9.48K | ﹤0.01% | 1716 |
|
|
2024
Q3 | $60.6K | Sell |
909
-419
| -32% | -$27.9K | ﹤0.01% | 1641 |
|
|
2024
Q2 | $72.1K | Buy |
1,328
+283
| +27% | +$15.4K | ﹤0.01% | 1502 |
|
|
2024
Q1 | $68.2K | Sell |
1,045
-261
| -20% | -$17K | ﹤0.01% | 1465 |
|
|
2023
Q4 | $84.9K | Sell |
1,306
-270
| -17% | -$17.5K | ﹤0.01% | 1317 |
|
|
2023
Q3 | $91.3K | Buy |
1,576
+230
| +17% | +$13.3K | ﹤0.01% | 1299 |
|
|
2023
Q2 | $86.7K | Sell |
1,346
-13
| -1% | -$837 | ﹤0.01% | 1373 |
|
|
2023
Q1 | $72.2K | Sell |
1,359
-7,376
| -84% | -$392K | ﹤0.01% | 1406 |
|
|
2022
Q4 | $462K | Buy |
8,735
+4,286
| +96% | +$227K | 0.01% | 926 |
|
|
2022
Q3 | $233K | Buy |
4,449
+69
| +2% | +$3.61K | 0.01% | 1323 |
|
|
2022
Q2 | $229K | Sell |
4,380
-132
| -3% | -$6.9K | 0.01% | 1209 |
|
|
2022
Q1 | $229K | Buy |
4,512
+3,047
| +208% | +$155K | 0.01% | 1209 |
|
|
2021
Q4 | $97K | Sell |
1,465
-17
| -1% | -$1.13K | ﹤0.01% | 1262 |
|
|
2021
Q3 | $80K | Hold |
1,482
| – | – | ﹤0.01% | 1344 |
|
|
2021
Q2 | $86K | Hold |
1,482
| – | – | ﹤0.01% | 1307 |
|
|
2021
Q1 | $78K | Hold |
1,482
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q4 | $78K | Hold |
1,482
| – | – | ﹤0.01% | 1253 |
|
|
2020
Q3 | $77K | Buy |
1,482
+64
| +5% | +$3.33K | ﹤0.01% | 1114 |
|
|
2020
Q2 | $77K | Sell |
1,418
-1,577
| -53% | -$85.6K | 0.01% | 1024 |
|
|
2020
Q1 | $152K | Sell |
2,995
-1,596
| -35% | -$81K | 0.02% | 669 |
|
|
2019
Q4 | $259K | Sell |
4,591
-20
| -0.4% | -$1.13K | 0.02% | 587 |
|
|
2019
Q3 | $224K | Buy |
+4,611
| New | +$224K | 0.02% | 731 |
|
|
2019
Q1 | $88K | Sell |
1,759
-2,201
| -56% | -$110K | 0.01% | 737 |
|
|
2018
Q4 | $172K | Sell |
3,960
-352
| -8% | -$15.3K | 0.01% | 919 |
|
|
2018
Q3 | $201K | Buy |
4,312
+29
| +0.7% | +$1.35K | 0.01% | 1071 |
|
|
2018
Q2 | $215K | Sell |
4,283
-2,562
| -37% | -$129K | 0.01% | 1023 |
|
|
2018
Q1 | $361K | Hold |
6,845
| – | – | 0.02% | 755 |
|
|
2017
Q4 | $361K | Sell |
6,845
-3,015
| -31% | -$159K | 0.02% | 753 |
|
|
2017
Q3 | $555K | Buy |
9,860
+193
| +2% | +$10.9K | 0.02% | 648 |
|
|
2017
Q2 | $545K | Sell |
9,667
-161
| -2% | -$9.08K | 0.02% | 649 |
|
|
2017
Q1 | $611K | Sell |
9,828
-1,140
| -10% | -$70.9K | 0.03% | 586 |
|
|
2016
Q4 | $626K | Buy |
10,968
+2,104
| +24% | +$120K | 0.03% | 535 |
|
|
2016
Q3 | $617K | Buy |
8,864
+815
| +10% | +$56.7K | 0.03% | 490 |
|
|
2016
Q2 | $585K | Buy |
8,049
+6,436
| +399% | +$468K | 0.03% | 497 |
|
|
2016
Q1 | $88K | Sell |
1,613
-3,648
| -69% | -$199K | 0.01% | 737 |
|
|
2015
Q4 | $358K | Buy |
+5,261
| New | +$358K | 0.02% | 589 |
|