Lantz Financial’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 | $570K | Sell |
7,658
-97
| -1% | -$7.22K | 0.14% | 136 |
|
|
2025
Q1 | $494K | Buy |
7,755
+1,077
| +16% | +$68.7K | 0.14% | 139 |
|
|
2024
Q4 | $386K | Sell |
6,678
-396
| -6% | -$22.9K | 0.1% | 160 |
|
|
2024
Q3 | $471K | Buy |
7,074
+12
| +0.2% | +$799 | 0.13% | 139 |
|
|
2024
Q2 | $383K | Buy |
7,062
+29
| +0.4% | +$1.57K | 0.12% | 145 |
|
|
2024
Q1 | $459K | Buy |
7,033
+708
| +11% | +$46.2K | 0.15% | 135 |
|
|
2023
Q4 | $411K | Buy |
6,325
+599
| +10% | +$38.9K | 0.15% | 133 |
|
|
2023
Q3 | $332K | Buy |
5,726
+1
| +0% | +$58 | 0.13% | 138 |
|
|
2023
Q2 | $368K | Buy |
5,725
+781
| +16% | +$50.3K | 0.14% | 128 |
|
|
2023
Q1 | $321K | Buy |
4,944
+483
| +11% | +$31.4K | 0.13% | 132 |
|
|
2022
Q4 | $257K | Buy |
4,461
+45
| +1% | +$2.6K | 0.12% | 146 |
|
|
2022
Q3 | $214K | Buy |
4,416
+94
| +2% | +$4.56K | 0.11% | 152 |
|
|
2022
Q2 | $263K | Buy |
4,322
+77
| +2% | +$4.69K | 0.12% | 135 |
|
|
2022
Q1 | $298K | Buy |
4,245
+485
| +13% | +$34K | 0.12% | 138 |
|
|
2021
Q4 | $248K | Buy |
+3,760
| New | +$248K | 0.11% | 137 |
|
|
2021
Q3 | – | Sell |
-3,789
| Closed | -$217K | – | 147 |
|
|
2021
Q2 | $217K | Buy |
+3,789
| New | +$217K | 0.11% | 136 |
|