SimplyRich’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
$960K Sell
12,905
-1,501
-10% -$112K 0.27% 85
2025
Q1
$918K Sell
14,406
-1,932
-12% -$123K 0.27% 88
2024
Q4
$943K Sell
16,338
-616
-4% -$35.6K 0.27% 86
2024
Q3
$1.13M Buy
16,954
+3,018
+22% +$201K 0.31% 79
2024
Q2
$756K Sell
13,936
-3,330
-19% -$181K 0.24% 90
2024
Q1
$1.13M Buy
17,266
+89
+0.5% +$5.8K 0.36% 68
2023
Q4
$1.12M Sell
17,177
-56
-0.3% -$3.64K 0.38% 66
2023
Q3
$998K Sell
17,233
-619
-3% -$35.8K 0.48% 62
2023
Q2
$1.15M Buy
17,852
+540
+3% +$34.7K 0.41% 64
2023
Q1
$1.13M Buy
17,312
+2,946
+21% +$191K 0.42% 62
2022
Q4
$828K Buy
14,366
+7,448
+108% +$429K 0.33% 82
2022
Q3
$335K Sell
6,918
-498
-7% -$24.1K 0.15% 119
2022
Q2
$450K Sell
7,416
-689
-9% -$41.8K 0.19% 106
2022
Q1
$568K Buy
8,105
+469
+6% +$32.9K 0.2% 107
2021
Q4
$504K Sell
7,636
-129
-2% -$8.51K 0.17% 116
2021
Q3
$415K Buy
7,765
+219
+3% +$11.7K 0.15% 119
2021
Q2
$432K Buy
7,546
+170
+2% +$9.73K 0.2% 107
2021
Q1
$392K Buy
7,376
+156
+2% +$8.29K 0.16% 120
2020
Q4
$382K Sell
7,220
-1,308
-15% -$69.2K 0.17% 109
2020
Q3
$442K Sell
8,528
-121
-1% -$6.27K 0.22% 100
2020
Q2
$466K Hold
8,649
0.26% 90
2020
Q1
$460K Sell
8,649
-1,142
-12% -$60.7K 0.31% 81
2019
Q4
$550K Sell
9,791
-157
-2% -$8.82K 0.28% 95
2019
Q3
$482K Buy
9,948
+306
+3% +$14.8K 0.26% 100
2019
Q2
$460K Buy
+9,642
New +$460K 0.25% 103
2018
Q1
Sell
-6,496
Closed -$343K 179
2017
Q4
$343K Buy
+6,496
New +$343K 0.19% 133