SOA Wealth Advisors’s National Grid NGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76K | Sell |
37
-1
| -3% | -$75 | ﹤0.01% | 691 |
|
|
2025
Q1 | $2.43K | Buy |
38
+1
| +3% | +$64 | ﹤0.01% | 688 |
|
|
2024
Q4 | $2.17K | Sell |
37
-1
| -3% | -$59 | ﹤0.01% | 679 |
|
|
2024
Q3 | $2.54K | Buy |
38
+1
| +3% | +$67 | ﹤0.01% | 651 |
|
|
2024
Q2 | $1.98K | Hold |
37
| – | – | ﹤0.01% | 674 |
|
|
2024
Q1 | $2.38K | Buy |
37
+1
| +3% | +$64 | ﹤0.01% | 689 |
|
|
2023
Q4 | $2.33K | Hold |
36
| – | – | ﹤0.01% | 687 |
|
|
2023
Q3 | $2.08K | Buy |
36
+1
| +3% | +$58 | ﹤0.01% | 710 |
|
|
2023
Q2 | $2.23K | Hold |
35
| – | – | ﹤0.01% | 715 |
|
|
2023
Q1 | $2.25K | Hold |
35
| – | – | ﹤0.01% | 715 |
|
|
2022
Q4 | $1.96K | Buy |
35
+1
| +3% | +$56 | ﹤0.01% | 740 |
|
|
2022
Q3 | $1K | Buy |
34
+1
| +3% | +$29 | ﹤0.01% | 786 |
|
|
2022
Q2 | $2K | Sell |
33
-1
| -3% | -$61 | ﹤0.01% | 706 |
|
|
2022
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 812 |
|
|
2021
Q4 | $2K | Sell |
34
-1
| -3% | -$59 | ﹤0.01% | 784 |
|
|
2021
Q3 | $1K | Buy |
35
+2
| +6% | +$57 | ﹤0.01% | 854 |
|
|
2021
Q2 | $1K | Sell |
33
-35
| -51% | -$1.06K | ﹤0.01% | 835 |
|
|
2021
Q1 | $3K | Hold |
68
| – | – | ﹤0.01% | 684 |
|
|
2020
Q4 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 669 |
|