Jones Financial Companies’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 | $461K | Buy |
6,276
+1,446
| +30% | +$106K | ﹤0.01% | 1306 |
|
|
2025
Q1 | $308K | Buy |
4,830
+1,621
| +51% | +$103K | ﹤0.01% | 1319 |
|
|
2024
Q4 | $185K | Buy |
3,209
+538
| +20% | +$31.1K | ﹤0.01% | 1389 |
|
|
2024
Q3 | $178K | Buy |
2,671
+1,872
| +234% | +$125K | ﹤0.01% | 1171 |
|
|
2024
Q2 | $43.4K | Buy |
799
+619
| +344% | +$33.6K | ﹤0.01% | 1298 |
|
|
2024
Q1 | $11.7K | Buy |
180
+112
| +165% | +$7.3K | ﹤0.01% | 1028 |
|
|
2023
Q4 | $4.42K | Sell |
68
-5
| -7% | -$325 | ﹤0.01% | 776 |
|
|
2023
Q3 | $4.24K | Buy |
+73
| New | +$4.24K | ﹤0.01% | 521 |
|
|
2013
Q4 | – | Sell |
-490
| Closed | -$28K | – | 435 |
|
|
2013
Q3 | $28K | Buy |
490
+406
| +483% | +$23.2K | ﹤0.01% | 382 |
|
|
2013
Q2 | $5K | Buy |
+84
| New | +$5K | ﹤0.01% | 682 |
|