Lindbrook Capital’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $273K | Buy |
4,719
+4,611
| +4,269% | +$267K | 0.03% | 330 |
|
|
2024
Q4 | $5.77K | Buy |
108
+25
| +30% | +$1.34K | ﹤0.01% | 1919 |
|
|
2024
Q3 | $4.75K | Sell |
83
-7
| -8% | -$401 | ﹤0.01% | 2033 |
|
|
2024
Q2 | $4.51K | Buy |
90
+28
| +45% | +$1.4K | ﹤0.01% | 2047 |
|
|
2024
Q1 | $3.16K | Sell |
62
-32
| -34% | -$1.63K | ﹤0.01% | 2080 |
|
|
2023
Q4 | $4.78K | Buy |
94
+22
| +31% | +$1.12K | ﹤0.01% | 1913 |
|
|
2023
Q3 | $3.46K | Sell |
72
-232
| -76% | -$11.1K | ﹤0.01% | 1929 |
|
|
2023
Q2 | $17.3K | Sell |
304
-18
| -6% | -$1.02K | ﹤0.01% | 1167 |
|
|
2023
Q1 | $18.6K | Buy |
322
+19
| +6% | +$1.1K | ﹤0.01% | 1111 |
|
|
2022
Q4 | $18K | Buy |
303
+85
| +39% | +$5.04K | ﹤0.01% | 1112 |
|
|
2022
Q3 | $11K | Buy |
218
+78
| +56% | +$3.94K | ﹤0.01% | 1285 |
|
|
2022
Q2 | $8K | Sell |
140
-3
| -2% | -$171 | ﹤0.01% | 1354 |
|
|
2022
Q1 | $9K | Buy |
143
+128
| +853% | +$8.06K | ﹤0.01% | 1336 |
|
|
2021
Q4 | $1K | Sell |
15
-50
| -77% | -$3.33K | ﹤0.01% | 1960 |
|
|
2021
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 1323 |
|
|
2021
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 1379 |
|
|
2021
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 1339 |
|
|
2020
Q4 | $4K | Sell |
65
-49
| -43% | -$3.02K | ﹤0.01% | 1262 |
|
|
2020
Q3 | $6K | Buy |
114
+13
| +13% | +$684 | ﹤0.01% | 1044 |
|
|
2020
Q2 | $6K | Sell |
101
-125
| -55% | -$7.43K | ﹤0.01% | 1024 |
|
|
2020
Q1 | $14K | Sell |
226
-75
| -25% | -$4.65K | 0.01% | 664 |
|
|
2019
Q4 | $22K | Hold |
301
| – | – | 0.01% | 707 |
|
|
2019
Q3 | $23K | Buy |
301
+16
| +6% | +$1.22K | 0.01% | 653 |
|
|
2019
Q2 | $20K | Buy |
285
+34
| +14% | +$2.39K | 0.01% | 704 |
|
|
2019
Q1 | $17K | Hold |
251
| – | – | 0.01% | 752 |
|
|
2018
Q4 | $14K | Buy |
+251
| New | +$14K | 0.01% | 733 |
|