LPL Financial’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.13M | Sell |
478,220
-78,909
| -14% | -$1.31M | ﹤0.01% | 2309 |
|
|
2025
Q4 | $9.75M | Sell |
557,129
-81,675
| -13% | -$1.29M | ﹤0.01% | 1950 |
|
|
2025
Q3 | $9.04M | Sell |
638,804
-75,834
| -11% | -$1.07M | ﹤0.01% | 1965 |
|
|
2025
Q2 | $10.1M | Buy |
714,638
+134,538
| +23% | +$1.78M | ﹤0.01% | 1706 |
|
|
2025
Q1 | $6.91M | Buy |
580,100
+279,156
| +93% | +$3.13M | ﹤0.01% | 1880 |
|
|
2024
Q4 | $3.06M | Sell |
300,944
-7,331
| -2% | -$72.6K | ﹤0.01% | 2485 |
|
|
2024
Q3 | $2.89M | Buy |
308,275
+217,421
| +239% | +$1.93M | ﹤0.01% | 2397 |
|
|
2024
Q2 | $730K | Buy |
90,854
+47,459
| +109% | +$368K | ﹤0.01% | 3536 |
|
|
2024
Q1 | $295K | Buy |
43,395
+23,469
| +118% | +$139K | ﹤0.01% | 4215 |
|
|
2023
Q4 | $112K | Buy |
19,926
+7,939
| +66% | +$42.2K | ﹤0.01% | 4530 |
|
|
2023
Q3 | $69.9K | Buy |
11,987
+1,232
| +11% | +$7.45K | ﹤0.01% | 4475 |
|
|
2023
Q2 | $65.8K | Buy |
+10,755
| New | +$70.7K | ﹤0.01% | 4396 |
|
|
2023
Q1 | – | Sell |
-12,040
| Closed | -$77.8K | – | 4550 |
|
|
2022
Q4 | $77.8K | Sell |
12,040
-140
| -1% | -$820 | ﹤0.01% | 4215 |
|
|
2022
Q3 | $61K | Buy |
12,180
+1,889
| +18% | +$11.6K | ﹤0.01% | 4204 |
|
|
2022
Q2 | $60K | Buy |
+10,291
| New | +$61.7K | ﹤0.01% | 4213 |
|
|
2014
Q3 | – | Sell |
-46,444
| Closed | -$565K | – | 2757 |
|
|
2014
Q2 | $565K | Sell |
46,444
-3,622
| -7% | -$42.6K | ﹤0.01% | 1719 |
|
|
2014
Q1 | $560K | Sell |
50,066
-2,507
| -5% | -$30.1K | ﹤0.01% | 1650 |
|
|
2013
Q4 | $641K | Sell |
52,573
-371
| -0.7% | -$4.45K | ﹤0.01% | 1556 |
|
|
2013
Q3 | $684K | Sell |
52,944
-4,487
| -8% | -$50.2K | ﹤0.01% | 1431 |
|
|
2013
Q2 | $520K | Buy |
+57,431
| New | +$577K | ﹤0.01% | 1537 |
|
Other funds holding NWG
