LPL Financial’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
12,703
+1,548
| +14% | +$79.4K | ﹤0.01% | 4096 |
|
|
2025
Q1 | $646K | Sell |
11,155
-16,515
| -60% | -$956K | ﹤0.01% | 3882 |
|
|
2024
Q4 | $1.48M | Buy |
27,670
+4,389
| +19% | +$235K | ﹤0.01% | 3138 |
|
|
2024
Q3 | $1.33M | Buy |
23,281
+2,202
| +10% | +$126K | ﹤0.01% | 3087 |
|
|
2024
Q2 | $1.06M | Buy |
21,079
+9,057
| +75% | +$454K | ﹤0.01% | 3159 |
|
|
2024
Q1 | $612K | Buy |
12,022
+1,684
| +16% | +$85.8K | ﹤0.01% | 3565 |
|
|
2023
Q4 | $526K | Buy |
10,338
+97
| +0.9% | +$4.94K | ﹤0.01% | 3586 |
|
|
2023
Q3 | $492K | Buy |
10,241
+542
| +6% | +$26K | ﹤0.01% | 3473 |
|
|
2023
Q2 | $551K | Buy |
9,699
+3,207
| +49% | +$182K | ﹤0.01% | 3329 |
|
|
2023
Q1 | $376K | Buy |
6,492
+107
| +2% | +$6.19K | ﹤0.01% | 3550 |
|
|
2022
Q4 | $379K | Buy |
6,385
+573
| +10% | +$34K | ﹤0.01% | 3471 |
|
|
2022
Q3 | $286K | Buy |
5,812
+402
| +7% | +$19.8K | ﹤0.01% | 3610 |
|
|
2022
Q2 | $319K | Buy |
5,410
+42
| +0.8% | +$2.48K | ﹤0.01% | 3557 |
|
|
2022
Q1 | $325K | Buy |
5,368
+458
| +9% | +$27.7K | ﹤0.01% | 3509 |
|
|
2021
Q4 | $281K | Buy |
4,910
+76
| +2% | +$4.35K | ﹤0.01% | 3713 |
|
|
2021
Q3 | $277K | Buy |
4,834
+317
| +7% | +$18.2K | ﹤0.01% | 3693 |
|
|
2021
Q2 | $272K | Sell |
4,517
-614
| -12% | -$37K | ﹤0.01% | 3648 |
|
|
2021
Q1 | $335K | Buy |
+5,131
| New | +$335K | ﹤0.01% | 3378 |
|
|
2019
Q4 | – | Sell |
-2,666
| Closed | -$200K | – | 3374 |
|
|
2019
Q3 | $200K | Sell |
2,666
-320
| -11% | -$24K | ﹤0.01% | 2995 |
|
|
2019
Q2 | $215K | Buy |
+2,986
| New | +$215K | ﹤0.01% | 2957 |
|