LPL Financial’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
714,638
+134,538
| +23% | +$1.9M | ﹤0.01% | 1704 |
|
|
2025
Q1 | $6.91M | Buy |
580,100
+279,156
| +93% | +$3.33M | ﹤0.01% | 1876 |
|
|
2024
Q4 | $3.06M | Sell |
300,944
-7,331
| -2% | -$74.6K | ﹤0.01% | 2473 |
|
|
2024
Q3 | $2.89M | Buy |
308,275
+217,421
| +239% | +$2.04M | ﹤0.01% | 2379 |
|
|
2024
Q2 | $730K | Buy |
90,854
+47,459
| +109% | +$381K | ﹤0.01% | 3490 |
|
|
2024
Q1 | $295K | Buy |
43,395
+23,469
| +118% | +$160K | ﹤0.01% | 4151 |
|
|
2023
Q4 | $112K | Buy |
19,926
+7,939
| +66% | +$44.7K | ﹤0.01% | 4466 |
|
|
2023
Q3 | $69.9K | Buy |
11,987
+1,232
| +11% | +$7.18K | ﹤0.01% | 4417 |
|
|
2023
Q2 | $65.8K | Buy |
+10,755
| New | +$65.8K | ﹤0.01% | 4342 |
|
|
2023
Q1 | – | Sell |
-12,040
| Closed | -$77.8K | – | 4517 |
|
|
2022
Q4 | $77.8K | Sell |
12,040
-140
| -1% | -$904 | ﹤0.01% | 4189 |
|
|
2022
Q3 | $61K | Buy |
12,180
+1,889
| +18% | +$9.46K | ﹤0.01% | 4169 |
|
|
2022
Q2 | $60K | Buy |
+10,291
| New | +$60K | ﹤0.01% | 4181 |
|
|
2014
Q3 | – | Sell |
-46,444
| Closed | -$565K | – | 2757 |
|
|
2014
Q2 | $565K | Sell |
46,444
-3,622
| -7% | -$44.1K | ﹤0.01% | 1719 |
|
|
2014
Q1 | $560K | Sell |
50,066
-2,507
| -5% | -$28K | ﹤0.01% | 1650 |
|
|
2013
Q4 | $641K | Sell |
52,573
-371
| -0.7% | -$4.52K | ﹤0.01% | 1556 |
|
|
2013
Q3 | $684K | Sell |
52,944
-4,487
| -8% | -$58K | ﹤0.01% | 1431 |
|
|
2013
Q2 | $520K | Buy |
+57,431
| New | +$520K | ﹤0.01% | 1537 |
|