Orion Portfolio Solutions’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $4.22M | Buy |
354,273
+111,285
| +46% | +$1.33M | 0.04% | 398 |
|
2024
Q4 | $2.47M | Buy |
242,988
+24,954
| +11% | +$254K | 0.02% | 591 |
|
2024
Q3 | $2.04M | Sell |
218,034
-1,900
| -0.9% | -$17.8K | 0.02% | 680 |
|
2024
Q2 | $1.77M | Buy |
219,934
+38,946
| +22% | +$313K | 0.02% | 703 |
|
2024
Q1 | $1.23M | Buy |
180,988
+24,774
| +16% | +$168K | 0.01% | 890 |
|
2023
Q4 | $904K | Sell |
156,214
-33,934
| -18% | -$196K | 0.01% | 994 |
|
2023
Q3 | $1.11M | Buy |
190,148
+30,733
| +19% | +$179K | 0.01% | 885 |
|
2023
Q2 | $976K | Buy |
159,415
+24,953
| +19% | +$153K | 0.01% | 965 |
|
2023
Q1 | $887K | Buy |
+134,462
| New | +$887K | 0.01% | 928 |
|
2020
Q1 | – | Sell |
-4
| Closed | – | – | 2174 |
|
2019
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1902 |
|