Sequoia Financial Advisors’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
16,989
+5,247
| +45% | +$390K | 0.01% | 603 |
|
|
2025
Q1 | $749K | Sell |
11,742
-105
| -0.9% | -$6.69K | 0.01% | 715 |
|
|
2024
Q4 | $684K | Sell |
11,847
-67
| -0.6% | -$3.87K | 0.01% | 697 |
|
|
2024
Q3 | $793K | Buy |
11,914
+1,257
| +12% | +$83.7K | 0.01% | 607 |
|
|
2024
Q2 | $579K | Sell |
10,657
-630
| -6% | -$34.2K | 0.01% | 638 |
|
|
2024
Q1 | $736K | Buy |
11,287
+2,887
| +34% | +$188K | 0.01% | 567 |
|
|
2023
Q4 | $546K | Sell |
8,400
-667
| -7% | -$43.3K | 0.01% | 702 |
|
|
2023
Q3 | $525K | Buy |
9,067
+427
| +5% | +$24.7K | 0.01% | 507 |
|
|
2023
Q2 | $556K | Buy |
8,640
+542
| +7% | +$34.9K | 0.01% | 493 |
|
|
2023
Q1 | $526K | Buy |
8,098
+18
| +0.2% | +$1.17K | 0.01% | 448 |
|
|
2022
Q4 | $466K | Buy |
8,080
+3,791
| +88% | +$219K | 0.01% | 449 |
|
|
2022
Q3 | $208K | Sell |
4,289
-2,046
| -32% | -$99.2K | 0.01% | 484 |
|
|
2022
Q2 | $385K | Sell |
6,335
-37
| -0.6% | -$2.25K | 0.01% | 385 |
|
|
2022
Q1 | $447K | Buy |
6,372
+2,868
| +82% | +$201K | 0.01% | 380 |
|
|
2021
Q4 | $231K | Buy |
+3,504
| New | +$231K | 0.01% | 517 |
|